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 | $72,417 | $65,041+11.3% | $90,951-20.4% | $79,858-9.3% |
| Participation rate | 93.8% | 61.6%+32.1pp | 69.0%+24.7pp | 69.6%+24.1pp |
| Annual return | 14.95% | 30.45%-15.5pp | 134.60%-119.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,672 | $1,247+34.1% | $2,122-21.2% | $2,471-32.3% |
| Participant deferral / active EE | $2,568 | $2,512+2.2% | $3,373-23.9% | $3,740-31.3% |
| Admin fee / account holder | $741 | $4,536-83.7% | $5,959-87.6% | $5,306-86.0% |