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 | $57,583 | $48,795+18.0% | $65,493-12.1% | $84,808-32.1% |
| Participation rate | 77.8% | 67.0%+10.8pp | 73.1%+4.7pp | 68.3%+9.5pp |
| Annual return | 23.59% | 20.20%+3.4pp | 982.45%-958.9pp | 40.90%-17.3pp |
| Employer contribution / active EE | $2,289 | $1,930+18.6% | $2,574-11.1% | $2,631-13.0% |
| Participant deferral / active EE | $3,900 | $2,928+33.2% | $3,961-1.5% | $4,212-7.4% |
| Admin fee / account holder | $4,796 | $3,877+23.7% | $5,028-4.6% | $7,344-34.7% |