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 | $71,550 | $53,822+32.9% | $75,696-5.5% | $85,850-16.7% |
| Participation rate | 73.9% | 69.1%+4.8pp | 74.8%-0.9pp | 69.3%+4.6pp |
| Annual return | 16.10% | 24.54%-8.4pp | 104.53%-88.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,104 | $2,017+4.3% | $2,743-23.3% | $2,565-18.0% |
| Participant deferral / active EE | $2,930 | $2,895+1.2% | $3,821-23.3% | $3,952-25.9% |
| Admin fee / account holder | $4,488 | $3,343+34.3% | $3,619+24.0% | $6,260-28.3% |