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 | $82,469 | $77,899+5.9% | $149,673-44.9% | $75,163+9.7% |
| Participation rate | 70.2% | 65.6%+4.7pp | 78.8%-8.5pp | 67.2%+3.0pp |
| Annual return | 16.17% | 31.72%-15.5pp | 134.42%-118.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,362 | $3,137-24.7% | $4,818-51.0% | $2,670-11.5% |
| Participant deferral / active EE | $3,869 | $3,411+13.4% | $5,680-31.9% | $4,125-6.2% |
| Admin fee / account holder | $1,549 | $5,956-74.0% | $13,210-88.3% | $5,651-72.6% |