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 | $73,686 | $59,839+23.1% | $81,983-10.1% | $79,858-7.7% |
| Participation rate | 73.5% | 61.6%+11.9pp | 69.2%+4.2pp | 69.6%+3.8pp |
| Annual return | 13.45% | 17.56%-4.1pp | 41.31%-27.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,170 | $1,713+26.7% | $2,498-13.1% | $2,471-12.2% |
| Participant deferral / active EE | $4,873 | $2,695+80.8% | $3,722+30.9% | $3,740+30.3% |
| Admin fee / account holder | $401 | $4,287-90.7% | $5,664-92.9% | $5,306-92.5% |