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 | $59,909 | $48,046+24.7% | $84,611-29.2% | $72,985-17.9% |
| Participation rate | 72.3% | 57.6%+14.8pp | 68.2%+4.1pp | 69.5%+2.9pp |
| Annual return | 21.10% | 37.38%-16.3pp | 258.74%-237.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,466 | $1,602-8.5% | $2,652-44.7% | $2,440-39.9% |
| Participant deferral / active EE | $4,223 | $2,680+57.6% | $3,899+8.3% | $3,607+17.1% |
| Admin fee / account holder | $416 | $3,395-87.7% | $4,912-91.5% | $5,124-91.9% |