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 | $58,093 | $54,762+6.1% | $90,281-35.7% | $72,985-20.4% |
| Participation rate | 77.8% | 65.1%+12.6pp | 73.3%+4.5pp | 69.5%+8.3pp |
| Annual return | 20.71% | 30.63%-9.9pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,310 | $2,092-37.4% | $2,854-54.1% | $2,440-46.3% |
| Participant deferral / active EE | $2,398 | $2,887-16.9% | $3,885-38.3% | $3,607-33.5% |
| Admin fee / account holder | $9,251 | $3,972+132.9% | $5,351+72.9% | $5,124+80.5% |