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 | $72,488 | $48,076+50.8% | $78,689-7.9% | $62,891+15.3% |
| Participation rate | 92.6% | 65.2%+27.4pp | 73.6%+19.1pp | 69.3%+23.3pp |
| Annual return | 7.42% | 31.35%-23.9pp | 62.18%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,490 | $2,015+23.6% | $2,851-12.7% | $2,281+9.2% |
| Participant deferral / active EE | $4,544 | $2,588+75.6% | $3,517+29.2% | $3,203+41.9% |
| Admin fee / account holder | $5,915 | $3,207+84.4% | $4,510+31.1% | $4,296+37.7% |