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 | $71,462 | $65,395+9.3% | $182,532-60.8% | $72,985-2.1% |
| Participation rate | 74.3% | 65.4%+8.8pp | 78.0%-3.7pp | 69.5%+4.8pp |
| Annual return | 22.02% | 27.68%-5.7pp | 148.54%-126.5pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,876 | $1,911-1.8% | $4,076-54.0% | $2,440-23.1% |
| Participant deferral / active EE | $2,850 | $3,563-20.0% | $5,524-48.4% | $3,607-21.0% |
| Admin fee / account holder | $6,059 | $4,245+42.7% | $8,592-29.5% | $5,124+18.2% |