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 | $60,050 | $54,762+9.7% | $90,281-33.5% | $72,985-17.7% |
| Participation rate | 80.6% | 65.1%+15.5pp | 73.3%+7.4pp | 69.5%+11.2pp |
| Annual return | 62.02% | 30.63%+31.4pp | 78.10%-16.1pp | 81.00%-19.0pp |
| Employer contribution / active EE | $1,527 | $2,092-27.0% | $2,854-46.5% | $2,440-37.4% |
| Participant deferral / active EE | $2,353 | $2,887-18.5% | $3,885-39.4% | $3,607-34.8% |
| Admin fee / account holder | $8,017 | $3,972+101.8% | $5,351+49.8% | $5,124+56.4% |