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 | $69,871 | $65,041+7.4% | $90,951-23.2% | $79,858-12.5% |
| Participation rate | 77.4% | 61.6%+15.8pp | 69.0%+8.4pp | 69.6%+7.8pp |
| Annual return | 15.89% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,524 | $1,247+102.4% | $2,122+19.0% | $2,471+2.2% |
| Participant deferral / active EE | $4,326 | $2,512+72.2% | $3,373+28.3% | $3,740+15.7% |
| Admin fee / account holder | $8,313 | $4,536+83.3% | $5,959+39.5% | $5,306+56.7% |