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 | $72,387 | $70,428+2.8% | $96,562-25.0% | $85,850-15.7% |
| Participation rate | 80.0% | 61.8%+18.2pp | 69.8%+10.2pp | 69.3%+10.7pp |
| Annual return | 13.03% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,724 | $1,413+22.0% | $2,356-26.9% | $2,565-32.8% |
| Participant deferral / active EE | $3,533 | $2,894+22.1% | $3,849-8.2% | $3,952-10.6% |
| Admin fee / account holder | $4,265 | $4,997-14.6% | $6,181-31.0% | $6,260-31.9% |