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 | $70,023 | $98,750-29.1% | $149,696-53.2% | $79,858-12.3% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 23.66% | 27.43%-3.8pp | 276.60%-252.9pp | 31.71%-8.1pp |
| Employer contribution / active EE | $2,119 | $3,216-34.1% | $4,644-54.4% | $2,471-14.2% |
| Participant deferral / active EE | $5,863 | $5,680+3.2% | $6,842-14.3% | $3,740+56.8% |
| Admin fee / account holder | $1,420 | $6,053-76.5% | $9,309-84.8% | $5,306-73.2% |