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 | $51,820 | $48,570+6.7% | $130,648-60.3% | $72,985-29.0% |
| Participation rate | 70.0% | 58.6%+11.4pp | 71.7%-1.7pp | 69.5%+0.5pp |
| Annual return | 17.45% | 38.63%-21.2pp | 1708.96%-1691.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,004 | $1,334-24.7% | $4,092-75.5% | $2,440-58.8% |
| Participant deferral / active EE | $3,414 | $2,384+43.2% | $3,603-5.2% | $3,607-5.4% |
| Admin fee / account holder | $2,821 | $3,549-20.5% | $5,464-48.4% | $5,124-44.9% |