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 | $66,858 | $58,512+14.3% | $84,015-20.4% | $72,985-8.4% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | 16.75% | 28.93%-12.2pp | 71.31%-54.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,433 | $1,163+23.2% | $1,983-27.8% | $2,440-41.3% |
| Participant deferral / active EE | $3,494 | $2,394+46.0% | $3,239+7.9% | $3,607-3.1% |
| Admin fee / account holder | $1,090 | $4,569-76.1% | $6,101-82.1% | $5,124-78.7% |