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 | $71,416 | $65,395+9.2% | $182,532-60.9% | $72,985-2.1% |
| Participation rate | 81.1% | 65.4%+15.6pp | 78.0%+3.1pp | 69.5%+11.6pp |
| Annual return | 23.39% | 27.68%-4.3pp | 148.54%-125.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,890 | $1,911+51.2% | $4,076-29.1% | $2,440+18.5% |
| Participant deferral / active EE | $4,480 | $3,563+25.8% | $5,524-18.9% | $3,607+24.2% |
| Admin fee / account holder | $1,608 | $4,245-62.1% | $8,592-81.3% | $5,124-68.6% |