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 | $68,505 | $48,046+42.6% | $84,611-19.0% | $72,985-6.1% |
| Participation rate | 89.0% | 57.6%+31.4pp | 68.2%+20.8pp | 69.5%+19.5pp |
| Annual return | 20.35% | 37.38%-17.0pp | 258.74%-238.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,077 | $1,602+29.7% | $2,652-21.7% | $2,440-14.9% |
| Participant deferral / active EE | $3,880 | $2,680+44.7% | $3,899-0.5% | $3,607+7.5% |
| Admin fee / account holder | $10,457 | $3,395+208.0% | $4,912+112.9% | $5,124+104.1% |