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 | $76,576 | $64,480+18.8% | $81,382-5.9% | $80,856-5.3% |
| Participation rate | 79.1% | 63.9%+15.2pp | 69.5%+9.6pp | 67.6%+11.4pp |
| Annual return | 16.87% | 16.34%+0.5pp | 24.73%-7.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,882 | $1,978-4.9% | $2,463-23.6% | $2,755-31.7% |
| Participant deferral / active EE | $2,406 | $3,094-22.2% | $3,883-38.0% | $4,296-44.0% |
| Admin fee / account holder | $1,678 | $5,671-70.4% | $5,768-70.9% | $6,918-75.7% |