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 | $73,019 | $51,175+42.7% | $70,515+3.6% | $75,163-2.9% |
| Participation rate | 74.2% | 60.9%+13.3pp | 68.3%+5.8pp | 67.2%+7.0pp |
| Annual return | 14.06% | 30.02%-16.0pp | 32.77%-18.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,569 | $1,826+40.7% | $2,973-13.6% | $2,670-3.8% |
| Participant deferral / active EE | $6,361 | $2,849+123.3% | $4,567+39.3% | $4,125+54.2% |
| Admin fee / account holder | $2,138 | $4,091-47.7% | $6,412-66.6% | $5,651-62.2% |