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 | $72,388 | $65,365+10.7% | $92,893-22.1% | $72,985-0.8% |
| Participation rate | 73.7% | 68.3%+5.4pp | 76.0%-2.3pp | 69.5%+4.2pp |
| Annual return | 24.64% | 42.10%-17.5pp | 109.41%-84.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,096 | $2,594-57.8% | $3,653-70.0% | $2,440-55.1% |
| Participant deferral / active EE | $3,979 | $3,128+27.2% | $4,236-6.1% | $3,607+10.3% |
| Admin fee / account holder | $1,816 | $4,251-57.3% | $5,794-68.6% | $5,124-64.6% |