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 | $59,033 | $45,035+31.1% | $62,995-6.3% | $70,131-15.8% |
| Participation rate | 75.0% | 69.5%+5.5pp | 74.8%+0.2pp | 69.5%+5.5pp |
| Annual return | 15.97% | 18.76%-2.8pp | 87.57%-71.6pp | 73.14%-57.2pp |
| Employer contribution / active EE | $3,125 | $2,051+52.4% | $2,759+13.3% | $2,342+33.4% |
| Participant deferral / active EE | $4,599 | $2,465+86.6% | $3,329+38.1% | $3,332+38.0% |
| Admin fee / account holder | $4,378 | $2,834+54.5% | $3,600+21.6% | $4,645-5.8% |