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 | $73,835 | $48,046+53.7% | $84,611-12.7% | $72,985+1.2% |
| Participation rate | 90.6% | 57.6%+33.0pp | 68.2%+22.4pp | 69.5%+21.1pp |
| Annual return | 19.70% | 37.38%-17.7pp | 258.74%-239.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,689 | $1,602+5.4% | $2,652-36.3% | $2,440-30.8% |
| Participant deferral / active EE | $3,792 | $2,680+41.5% | $3,899-2.7% | $3,607+5.1% |
| Admin fee / account holder | $1,896 | $3,395-44.1% | $4,912-61.4% | $5,124-63.0% |