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 | $63,775 | $45,035+41.6% | $62,995+1.2% | $70,131-9.1% |
| Participation rate | 84.4% | 69.5%+14.9pp | 74.8%+9.6pp | 69.5%+14.9pp |
| Annual return | 15.54% | 18.76%-3.2pp | 87.57%-72.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $5,290 | $2,051+157.9% | $2,759+91.8% | $2,342+125.8% |
| Participant deferral / active EE | $3,861 | $2,465+56.7% | $3,329+16.0% | $3,332+15.9% |
| Admin fee / account holder | $4,140 | $2,834+46.0% | $3,600+15.0% | $4,645-10.9% |