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 | $51,638+10.5% | $68,368-16.6% | $82,448-30.8% |
| Participation rate | 82.4% | 63.6%+18.7pp | 73.8%+8.6pp | 68.1%+14.3pp |
| Annual return | 17.11% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,116 | $2,047+3.4% | $2,649-20.1% | $2,551-17.1% |
| Participant deferral / active EE | $3,372 | $2,914+15.7% | $4,123-18.2% | $4,139-18.5% |
| Admin fee / account holder | $2,249 | $4,643-51.6% | $5,150-56.3% | $7,234-68.9% |