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 | $68,068 | $58,512+16.3% | $84,015-19.0% | $72,985-6.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.97% | 28.93%-10.0pp | 71.31%-52.3pp | 81.00%-62.0pp |
| Employer contribution / active EE | $948 | $1,163-18.5% | $1,983-52.2% | $2,440-61.2% |
| Participant deferral / active EE | $2,441 | $2,394+2.0% | $3,239-24.6% | $3,607-32.3% |
| Admin fee / account holder | $8,059 | $4,569+76.4% | $6,101+32.1% | $5,124+57.3% |