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 | $85,257 | $65,041+31.1% | $90,951-6.3% | $79,858+6.8% |
| Participation rate | 97.2% | 61.6%+35.6pp | 69.0%+28.2pp | 69.6%+27.6pp |
| Annual return | 19.11% | 30.45%-11.3pp | 134.60%-115.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,217 | $1,247-2.4% | $2,122-42.6% | $2,471-50.7% |
| Participant deferral / active EE | $7,244 | $2,512+188.4% | $3,373+114.8% | $3,740+93.7% |
| Admin fee / account holder | $3,903 | $4,536-14.0% | $5,959-34.5% | $5,306-26.4% |