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 | $77,063 | $77,899-1.1% | $149,673-48.5% | $75,163+2.5% |
| Participation rate | 74.6% | 65.6%+9.0pp | 78.8%-4.2pp | 67.2%+7.4pp |
| Annual return | 13.42% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $1,975 | $3,137-37.0% | $4,818-59.0% | $2,670-26.0% |
| Participant deferral / active EE | $2,974 | $3,411-12.8% | $5,680-47.6% | $4,125-27.9% |
| Admin fee / account holder | $4,932 | $5,956-17.2% | $13,210-62.7% | $5,651-12.7% |