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 | $65,419 | $58,512+11.8% | $84,015-22.1% | $72,985-10.4% |
| Participation rate | 81.7% | 61.2%+20.4pp | 69.0%+12.7pp | 69.5%+12.2pp |
| Annual return | 21.14% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,058 | $1,163+77.0% | $1,983+3.8% | $2,440-15.6% |
| Participant deferral / active EE | $5,175 | $2,394+116.2% | $3,239+59.8% | $3,607+43.4% |
| Admin fee / account holder | $5,336 | $4,569+16.8% | $6,101-12.5% | $5,124+4.1% |