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 | $72,536 | $64,348+12.7% | $90,160-19.5% | $70,131+3.4% |
| Participation rate | 91.5% | 70.4%+21.1pp | 76.9%+14.6pp | 69.5%+22.0pp |
| Annual return | 33.23% | 28.13%+5.1pp | 34.88%-1.7pp | 73.14%-39.9pp |
| Employer contribution / active EE | $5,736 | $2,046+180.4% | $3,318+72.9% | $2,342+144.9% |
| Participant deferral / active EE | $7,748 | $4,389+76.5% | $5,288+46.5% | $3,332+132.5% |
| Admin fee / account holder | $3,371 | $3,944-14.5% | $5,943-43.3% | $4,645-27.4% |