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 | $83,091 | $64,839+28.1% | $95,585-13.1% | $84,808-2.0% |
| Participation rate | 75.6% | 63.8%+11.8pp | 72.1%+3.5pp | 68.3%+7.3pp |
| Annual return | 15.92% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,685 | $1,759-4.2% | $2,527-33.3% | $2,631-36.0% |
| Participant deferral / active EE | $4,660 | $2,965+57.2% | $4,023+15.8% | $4,212+10.6% |
| Admin fee / account holder | $3,010 | $5,964-49.5% | $6,127-50.9% | $7,344-59.0% |