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 | $63,615 | $48,076+32.3% | $78,689-19.2% | $62,891+1.2% |
| Participation rate | 91.8% | 65.2%+26.6pp | 73.6%+18.2pp | 69.3%+22.5pp |
| Annual return | 8.33% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $951 | $2,015-52.8% | $2,851-66.6% | $2,281-58.3% |
| Participant deferral / active EE | $9,175 | $2,588+254.5% | $3,517+160.9% | $3,203+186.4% |
| Admin fee / account holder | $14,752 | $3,207+359.9% | $4,510+227.1% | $4,296+243.4% |