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 | $83,387 | $65,041+28.2% | $90,951-8.3% | $79,858+4.4% |
| Participation rate | 96.3% | 61.6%+34.7pp | 69.0%+27.3pp | 69.6%+26.7pp |
| Annual return | 13.65% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,533 | $1,247+22.9% | $2,122-27.8% | $2,471-38.0% |
| Participant deferral / active EE | $3,152 | $2,512+25.5% | $3,373-6.5% | $3,740-15.7% |
| Admin fee / account holder | $4,337 | $4,536-4.4% | $5,959-27.2% | $5,306-18.3% |