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 | $77,574 | $50,958+52.2% | $74,550+4.1% | $64,186+20.9% |
| Participation rate | 97.4% | 61.1%+36.4pp | 69.1%+28.3pp | 69.6%+27.9pp |
| Annual return | 10.80% | -1.86%+12.7pp | 32.53%-21.7pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,591 | $1,115+42.7% | $1,961-18.9% | $2,381-33.2% |
| Participant deferral / active EE | $3,034 | $2,301+31.8% | $3,108-2.4% | $3,470-12.6% |
| Admin fee / account holder | $3,187 | $4,223-24.5% | $5,060-37.0% | $4,888-34.8% |