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 | $67,863 | $65,365+3.8% | $92,893-26.9% | $72,985-7.0% |
| Participation rate | 91.5% | 68.3%+23.2pp | 76.0%+15.5pp | 69.5%+22.1pp |
| Annual return | 18.16% | 42.10%-23.9pp | 109.41%-91.3pp | 81.00%-62.8pp |
| Employer contribution / active EE | $2,035 | $2,594-21.5% | $3,653-44.3% | $2,440-16.6% |
| Participant deferral / active EE | $1,641 | $3,128-47.5% | $4,236-61.3% | $3,607-54.5% |
| Admin fee / account holder | $1,696 | $4,251-60.1% | $5,794-70.7% | $5,124-66.9% |