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 | $57,049 | $54,705+4.3% | $71,209-19.9% | $84,808-32.7% |
| Participation rate | 82.4% | 64.1%+18.3pp | 73.8%+8.6pp | 68.3%+14.0pp |
| Annual return | 17.11% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,116 | $2,158-1.9% | $2,721-22.2% | $2,631-19.6% |
| Participant deferral / active EE | $3,372 | $3,030+11.3% | $4,175-19.2% | $4,212-19.9% |
| Admin fee / account holder | $2,249 | $4,863-53.8% | $5,349-58.0% | $7,344-69.4% |