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 | $69,045 | $58,851+17.3% | $115,157-40.0% | $72,985-5.4% |
| Participation rate | 79.1% | 65.5%+13.5pp | 75.9%+3.2pp | 69.5%+9.6pp |
| Annual return | 21.63% | 23.16%-1.5pp | 35.60%-14.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $917 | $1,798-49.0% | $3,179-71.1% | $2,440-62.4% |
| Participant deferral / active EE | $1,894 | $2,643-28.3% | $4,168-54.6% | $3,607-47.5% |
| Admin fee / account holder | $1,968 | $6,370-69.1% | $7,088-72.2% | $5,124-61.6% |