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 | $71,362 | $57,990+23.1% | $76,190-6.3% | $80,856-11.7% |
| Participation rate | 70.0% | 73.7%-3.7pp | 79.3%-9.3pp | 67.6%+2.4pp |
| Annual return | 11.48% | 15.89%-4.4pp | 13.78%-2.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,635 | $3,565-26.1% | $4,578-42.4% | $2,755-4.4% |
| Participant deferral / active EE | $3,252 | $3,814-14.7% | $5,474-40.6% | $4,296-24.3% |
| Admin fee / account holder | $13,824 | $5,668+143.9% | $5,123+169.8% | $6,918+99.8% |