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 | $75,238 | $76,670-1.9% | $96,683-22.2% | $71,457+5.3% |
| Participation rate | 88.2% | 66.6%+21.7pp | 74.3%+13.9pp | 67.9%+20.3pp |
| Annual return | 20.10% | 48.29%-28.2pp | 35.69%-15.6pp | 28.85%-8.8pp |
| Employer contribution / active EE | $3,123 | $3,031+3.0% | $3,737-16.4% | $2,588+20.7% |
| Participant deferral / active EE | $6,086 | $3,771+61.4% | $4,878+24.8% | $4,289+41.9% |
| Admin fee / account holder | $3,566 | $2,028+75.8% | $6,730-47.0% | $1,587+124.7% |