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 | $62,522 | $78,705-20.6% | $117,854-47.0% | $70,131-10.9% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 19.03% | 23.30%-4.3pp | 335.08%-316.0pp | 73.14%-54.1pp |
| Employer contribution / active EE | $3,558 | $2,223+60.0% | $3,786-6.0% | $2,342+51.9% |
| Participant deferral / active EE | $7,963 | $3,297+141.5% | $4,482+77.7% | $3,332+139.0% |
| Admin fee / account holder | $3,922 | $5,065-22.6% | $8,020-51.1% | $4,645-15.6% |