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 | $59,023 | $53,127+11.1% | $86,590-31.8% | $70,131-15.8% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.0pp | 69.5%+23.1pp |
| Annual return | 21.96% | 27.66%-5.7pp | 964.84%-942.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,757 | $2,068-15.1% | $2,839-38.1% | $2,342-25.0% |
| Participant deferral / active EE | $3,221 | $2,696+19.5% | $3,609-10.7% | $3,332-3.3% |
| Admin fee / account holder | $1,583 | $3,585-55.9% | $4,906-67.7% | $4,645-65.9% |