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 | $64,003 | $58,828+8.8% | $77,999-17.9% | $62,891+1.8% |
| Participation rate | 75.7% | 71.1%+4.7pp | 75.5%+0.2pp | 69.3%+6.4pp |
| Annual return | 7.65% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,240 | $1,672+34.0% | $2,470-9.3% | $2,281-1.8% |
| Participant deferral / active EE | $2,634 | $2,686-1.9% | $3,497-24.7% | $3,203-17.8% |
| Admin fee / account holder | $781 | $4,393-82.2% | $5,480-85.7% | $4,296-81.8% |