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 | $62,642 | $56,053+11.8% | $75,972-17.5% | $80,856-22.5% |
| Participation rate | 73.0% | 62.0%+10.9pp | 69.1%+3.9pp | 67.6%+5.3pp |
| Annual return | 14.61% | 20.53%-5.9pp | 359.55%-344.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,959 | $1,874+4.5% | $2,685-27.1% | $2,755-28.9% |
| Participant deferral / active EE | $2,150 | $3,052-29.6% | $4,255-49.5% | $4,296-50.0% |
| Admin fee / account holder | $304 | $5,234-94.2% | $6,467-95.3% | $6,918-95.6% |