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 | $67,710 | $62,573+8.2% | $85,682-21.0% | $85,850-21.1% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.9%+5.1pp | 69.3%+5.7pp |
| Annual return | 16.03% | 23.77%-7.7pp | 21.49%-5.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $708 | $1,757-59.7% | $2,618-72.9% | $2,565-72.4% |
| Participant deferral / active EE | $3,995 | $2,802+42.5% | $3,923+1.8% | $3,952+1.1% |
| Admin fee / account holder | $5,262 | $4,640+13.4% | $6,873-23.4% | $6,260-15.9% |