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 | $54,705+31.5% | $71,209+1.0% | $84,808-15.2% |
| Participation rate | 74.0% | 64.1%+10.0pp | 73.8%+0.3pp | 68.3%+5.7pp |
| Annual return | 19.48% | 35.90%-16.4pp | 282.51%-263.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,592 | $2,158+20.1% | $2,721-4.7% | $2,631-1.5% |
| Participant deferral / active EE | $2,240 | $3,030-26.1% | $4,175-46.4% | $4,212-46.8% |
| Admin fee / account holder | $886 | $4,863-81.8% | $5,349-83.4% | $7,344-87.9% |