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 | $59,950 | $56,053+7.0% | $75,972-21.1% | $80,856-25.9% |
| Participation rate | 81.6% | 62.0%+19.6pp | 69.1%+12.6pp | 67.6%+14.0pp |
| Annual return | 17.50% | 20.53%-3.0pp | 359.55%-342.1pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,299 | $1,874-30.7% | $2,685-51.6% | $2,755-52.8% |
| Participant deferral / active EE | $3,468 | $3,052+13.6% | $4,255-18.5% | $4,296-19.3% |
| Admin fee / account holder | $4,844 | $5,234-7.4% | $6,467-25.1% | $6,918-30.0% |