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 | $67,917 | $58,828+15.4% | $77,999-12.9% | $62,891+8.0% |
| Participation rate | 98.2% | 71.1%+27.2pp | 75.5%+22.7pp | 69.3%+28.9pp |
| Annual return | 5.50% | 17.16%-11.7pp | 425.96%-420.5pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,393 | $1,672+43.1% | $2,470-3.1% | $2,281+4.9% |
| Participant deferral / active EE | $3,511 | $2,686+30.7% | $3,497+0.4% | $3,203+9.6% |
| Admin fee / account holder | $1,684 | $4,393-61.7% | $5,480-69.3% | $4,296-60.8% |