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 | $58,016 | $53,018+9.4% | $70,014-17.1% | $62,891-7.8% |
| Participation rate | 83.6% | 67.2%+16.4pp | 71.8%+11.8pp | 69.3%+14.3pp |
| Annual return | 6.52% | 13.35%-6.8pp | 12.99%-6.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,105 | $1,799+17.0% | $2,338-10.0% | $2,281-7.7% |
| Participant deferral / active EE | $4,579 | $2,395+91.2% | $2,931+56.2% | $3,203+43.0% |
| Admin fee / account holder | $2,309 | $3,690-37.4% | $4,380-47.3% | $4,296-46.2% |