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 | $60,722 | $57,354+5.9% | $83,848-27.6% | $64,186-5.4% |
| Participation rate | 79.2% | 68.6%+10.6pp | 76.1%+3.0pp | 69.6%+9.6pp |
| Annual return | 3.61% | 11.38%-7.8pp | 850.88%-847.3pp | 7.63%-4.0pp |
| Employer contribution / active EE | $3,008 | $2,545+18.2% | $3,631-17.2% | $2,381+26.3% |
| Participant deferral / active EE | $6,118 | $2,993+104.4% | $4,082+49.9% | $3,470+76.3% |
| Admin fee / account holder | $1,479 | $4,046-63.4% | $5,478-73.0% | $4,888-69.7% |