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 | $74,039 | $56,053+32.1% | $75,972-2.5% | $80,856-8.4% |
| Participation rate | 72.4% | 62.0%+10.4pp | 69.1%+3.4pp | 67.6%+4.8pp |
| Annual return | 13.56% | 20.53%-7.0pp | 359.55%-346.0pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,416 | $1,874+28.9% | $2,685-10.0% | $2,755-12.3% |
| Participant deferral / active EE | $3,781 | $3,052+23.9% | $4,255-11.2% | $4,296-12.0% |
| Admin fee / account holder | $2,271 | $5,234-56.6% | $6,467-64.9% | $6,918-67.2% |