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 | $74,459 | $49,227+51.3% | $70,449+5.7% | $79,858-6.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 75.1%+10.7pp | 69.6%+16.1pp |
| Annual return | 16.88% | 30.06%-13.2pp | 109.03%-92.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $540 | $2,099-74.3% | $2,737-80.3% | $2,471-78.1% |
| Participant deferral / active EE | $3,634 | $2,768+31.3% | $3,709-2.0% | $3,740-2.8% |
| Admin fee / account holder | $3,019 | $2,878+4.9% | $3,845-21.5% | $5,306-43.1% |