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 | $63,681 | $48,364+31.7% | $71,796-11.3% | $62,891+1.3% |
| Participation rate | 89.5% | 60.6%+28.9pp | 69.1%+20.4pp | 69.3%+20.2pp |
| Annual return | 7.36% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $613 | $1,042-41.2% | $1,924-68.2% | $2,281-73.1% |
| Participant deferral / active EE | $3,249 | $2,091+55.4% | $2,794+16.3% | $3,203+1.5% |
| Admin fee / account holder | $1,649 | $3,771-56.3% | $4,815-65.7% | $4,296-61.6% |