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 | $77,317 | $62,573+23.6% | $85,682-9.8% | $85,850-9.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 23.09% | 23.77%-0.7pp | 21.49%+1.6pp | 318.53%-295.4pp |
| Employer contribution / active EE | $2,284 | $1,757+30.0% | $2,618-12.8% | $2,565-11.0% |
| Participant deferral / active EE | $4,963 | $2,802+77.1% | $3,923+26.5% | $3,952+25.6% |
| Admin fee / account holder | $7,161 | $4,640+54.3% | $6,873+4.2% | $6,260+14.4% |