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 | $80,742 | $65,041+24.1% | $90,951-11.2% | $79,858+1.1% |
| Participation rate | 77.4% | 61.6%+15.8pp | 69.0%+8.4pp | 69.6%+7.8pp |
| Annual return | 13.91% | 30.45%-16.5pp | 134.60%-120.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $531 | $1,247-57.5% | $2,122-75.0% | $2,471-78.5% |
| Participant deferral / active EE | $4,268 | $2,512+69.9% | $3,373+26.5% | $3,740+14.1% |
| Admin fee / account holder | $4,700 | $4,536+3.6% | $5,959-21.1% | $5,306-11.4% |