See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,645 | $64,839+33.6% | $95,585-9.4% | $84,808+2.2% |
| Participation rate | 75.6% | 63.8%+11.7pp | 72.1%+3.5pp | 68.3%+7.2pp |
| Annual return | 14.25% | -670.96%+685.2pp | 38.56%-24.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,297 | $1,759+30.6% | $2,527-9.1% | $2,631-12.7% |
| Participant deferral / active EE | $7,640 | $2,965+157.7% | $4,023+89.9% | $4,212+81.4% |
| Admin fee / account holder | $5,568 | $5,964-6.6% | $6,127-9.1% | $7,344-24.2% |