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 | $80,581 | $63,861+26.2% | $104,607-23.0% | $79,858+0.9% |
| Participation rate | 76.4% | 64.9%+11.4pp | 74.1%+2.3pp | 69.6%+6.7pp |
| Annual return | 11.95% | 21.30%-9.4pp | 340.46%-328.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $636 | $1,588-59.9% | $2,681-76.3% | $2,471-74.2% |
| Participant deferral / active EE | $3,957 | $2,693+46.9% | $3,740+5.8% | $3,740+5.8% |
| Admin fee / account holder | $1,496 | $4,185-64.3% | $6,473-76.9% | $5,306-71.8% |