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 | $67,855 | $88,672-23.5% | $105,223-35.5% | $82,448-17.7% |
| Participation rate | 74.5% | 67.9%+6.6pp | 75.0%-0.5pp | 68.1%+6.5pp |
| Annual return | 13.55% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,740 | $3,048-42.9% | $3,689-52.8% | $2,551-31.8% |
| Participant deferral / active EE | $2,115 | $4,036-47.6% | $5,072-58.3% | $4,139-48.9% |
| Admin fee / account holder | $4,556 | $7,146-36.2% | $8,859-48.6% | $7,234-37.0% |