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 | $71,115 | $65,365+8.8% | $92,893-23.4% | $72,985-2.6% |
| Participation rate | 73.2% | 68.3%+4.9pp | 76.0%-2.8pp | 69.5%+3.7pp |
| Annual return | 20.63% | 42.10%-21.5pp | 109.41%-88.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $595 | $2,594-77.1% | $3,653-83.7% | $2,440-75.6% |
| Participant deferral / active EE | $3,487 | $3,128+11.5% | $4,236-17.7% | $3,607-3.3% |
| Admin fee / account holder | $3,139 | $4,251-26.2% | $5,794-45.8% | $5,124-38.8% |