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 | $65,766 | $56,277+16.9% | $80,975-18.8% | $62,891+4.6% |
| Participation rate | 81.1% | 69.0%+12.2pp | 75.8%+5.3pp | 69.3%+11.8pp |
| Annual return | 9.14% | 22.12%-13.0pp | 17.10%-8.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $852 | $1,943-56.1% | $3,714-77.1% | $2,281-62.6% |
| Participant deferral / active EE | $2,231 | $4,195-46.8% | $5,696-60.8% | $3,203-30.3% |
| Admin fee / account holder | $4,955 | $3,741+32.5% | $5,516-10.2% | $4,296+15.3% |