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 | $72,718 | $71,050+2.3% | $93,606-22.3% | $80,856-10.1% |
| Participation rate | 81.0% | 60.4%+20.6pp | 68.7%+12.3pp | 67.6%+13.4pp |
| Annual return | 16.29% | 11.26%+5.0pp | 133.20%-116.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,990 | $1,564+91.2% | $2,420+23.6% | $2,755+8.5% |
| Participant deferral / active EE | $5,504 | $4,034+36.4% | $4,411+24.8% | $4,296+28.1% |
| Admin fee / account holder | $3,052 | $6,945-56.1% | $8,285-63.2% | $6,918-55.9% |