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 | $72,153 | $149,679-51.8% | $117,039-38.4% | $147,584-51.1% |
| Participation rate | 77.8% | 83.5%-5.7pp | 77.2%+0.6pp | 82.8%-5.1pp |
| Annual return | 18.22% | 19.31%-1.1pp | 18.95%-0.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,363 | $4,937-31.9% | $3,785-11.1% | $4,876-31.0% |
| Participant deferral / active EE | $6,358 | $4,912+29.4% | $3,929+61.8% | $5,439+16.9% |
| Admin fee / account holder | $6,196 | $7,856-21.1% | $5,974+3.7% | $10,885-43.1% |