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 | $70,647 | $58,512+20.7% | $84,015-15.9% | $72,985-3.2% |
| Participation rate | 82.1% | 61.2%+20.9pp | 69.0%+13.1pp | 69.5%+12.7pp |
| Annual return | 19.65% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $921 | $1,163-20.8% | $1,983-53.6% | $2,440-62.2% |
| Participant deferral / active EE | $3,131 | $2,394+30.8% | $3,239-3.3% | $3,607-13.2% |
| Admin fee / account holder | $22,282 | $4,569+387.7% | $6,101+265.2% | $5,124+334.8% |