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 | $61,598 | $58,828+4.7% | $77,999-21.0% | $62,891-2.1% |
| Participation rate | 75.9% | 71.1%+4.8pp | 75.5%+0.3pp | 69.3%+6.6pp |
| Annual return | 6.05% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,461 | $1,672-12.6% | $2,470-40.9% | $2,281-36.0% |
| Participant deferral / active EE | $2,490 | $2,686-7.3% | $3,497-28.8% | $3,203-22.3% |
| Admin fee / account holder | $8,315 | $4,393+89.3% | $5,480+51.7% | $4,296+93.6% |