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 | $76,128 | $55,706+36.7% | $75,886+0.3% | $72,985+4.3% |
| Participation rate | 83.8% | 61.1%+22.7pp | 69.3%+14.5pp | 69.5%+14.3pp |
| Annual return | 21.52% | 27.59%-6.1pp | 30.76%-9.2pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,381 | $1,687+100.5% | $2,500+35.2% | $2,440+38.6% |
| Participant deferral / active EE | $2,494 | $2,634-5.3% | $3,603-30.8% | $3,607-30.9% |
| Admin fee / account holder | $1,730 | $3,978-56.5% | $5,418-68.1% | $5,124-66.2% |