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 | $61,807 | $56,060+10.3% | $76,002-18.7% | $80,874-23.6% |
| Participation rate | 92.3% | 62.0%+30.3pp | 69.1%+23.2pp | 67.6%+24.7pp |
| Annual return | 12.40% | 20.54%-8.1pp | 360.07%-347.7pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,003 | $1,873+113.7% | $2,688+48.9% | $2,756+45.3% |
| Participant deferral / active EE | $2,887 | $3,051-5.4% | $4,257-32.2% | $4,297-32.8% |
| Admin fee / account holder | $2,224 | $5,237-57.5% | $6,414-65.3% | $6,935-67.9% |