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 | $78,949 | $47,848+65.0% | $81,478-3.1% | $70,131+12.6% |
| Participation rate | 93.8% | 58.3%+35.5pp | 68.0%+25.8pp | 69.5%+24.2pp |
| Annual return | 19.51% | 27.25%-7.7pp | 38.78%-19.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,162 | $1,527+172.5% | $2,568+62.1% | $2,342+77.7% |
| Participant deferral / active EE | $1,888 | $2,453-23.0% | $3,537-46.6% | $3,332-43.3% |
| Admin fee / account holder | $3,859 | $3,145+22.7% | $4,561-15.4% | $4,645-16.9% |