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 | $71,936 | $51,638+39.3% | $68,368+5.2% | $82,448-12.7% |
| Participation rate | 74.0% | 63.6%+10.4pp | 73.8%+0.3pp | 68.1%+6.0pp |
| Annual return | 19.48% | 37.53%-18.1pp | 292.57%-273.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,592 | $2,047+26.6% | $2,649-2.2% | $2,551+1.6% |
| Participant deferral / active EE | $2,240 | $2,914-23.1% | $4,123-45.7% | $4,139-45.9% |
| Admin fee / account holder | $886 | $4,643-80.9% | $5,150-82.8% | $7,234-87.8% |