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 | $66,741 | $64,839+2.9% | $95,585-30.2% | $84,808-21.3% |
| Participation rate | 76.2% | 63.8%+12.4pp | 72.1%+4.1pp | 68.3%+7.9pp |
| Annual return | 13.56% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,180 | $1,759+23.9% | $2,527-13.7% | $2,631-17.2% |
| Participant deferral / active EE | $2,214 | $2,965-25.3% | $4,023-45.0% | $4,212-47.4% |
| Admin fee / account holder | $7,376 | $5,964+23.7% | $6,127+20.4% | $7,344+0.4% |