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 | $77,728 | $80,673-3.7% | $101,326-23.3% | $84,808-8.3% |
| Participation rate | 81.3% | 77.8%+3.5pp | 81.5%-0.2pp | 68.3%+12.9pp |
| Annual return | 22.19% | 38.95%-16.8pp | 36.82%-14.6pp | 40.90%-18.7pp |
| Employer contribution / active EE | $3,599 | $2,698+33.4% | $3,665-1.8% | $2,631+36.8% |
| Participant deferral / active EE | $6,618 | $6,840-3.2% | $7,994-17.2% | $4,212+57.1% |
| Admin fee / account holder | $13,604 | $12,784+6.4% | $11,185+21.6% | $7,344+85.2% |