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 | $61,011 | $54,705+11.5% | $71,209-14.3% | $84,808-28.1% |
| Participation rate | 92.2% | 64.1%+28.1pp | 73.8%+18.4pp | 68.3%+23.8pp |
| Annual return | 22.09% | 35.90%-13.8pp | 282.51%-260.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $2,178 | $2,158+0.9% | $2,721-19.9% | $2,631-17.2% |
| Participant deferral / active EE | $6,653 | $3,030+119.5% | $4,175+59.3% | $4,212+58.0% |
| Admin fee / account holder | $3,132 | $4,863-35.6% | $5,349-41.4% | $7,344-57.3% |