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 | $61,039 | $67,606-9.7% | $82,313-25.8% | $70,131-13.0% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.9%+4.7pp | 69.5%+12.0pp |
| Annual return | 20.86% | 21.57%-0.7pp | 25.88%-5.0pp | 73.14%-52.3pp |
| Employer contribution / active EE | $2,182 | $1,755+24.3% | $2,428-10.2% | $2,342-6.9% |
| Participant deferral / active EE | $6,960 | $2,987+133.0% | $3,706+87.8% | $3,332+108.9% |
| Admin fee / account holder | $5,535 | $4,512+22.7% | $5,608-1.3% | $4,645+19.1% |