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 | $74,010 | $71,050+4.2% | $93,606-20.9% | $80,856-8.5% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.9pp | 67.6%+27.0pp |
| Annual return | 12.52% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,054 | $1,564+159.3% | $2,420+67.5% | $2,755+47.2% |
| Participant deferral / active EE | $1,855 | $4,034-54.0% | $4,411-58.0% | $4,296-56.8% |
| Admin fee / account holder | $5,616 | $6,945-19.1% | $8,285-32.2% | $6,918-18.8% |