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 | $56,982 | $81,446-30.0% | $103,374-44.9% | $80,874-29.5% |
| Participation rate | 73.6% | 66.9%+6.8pp | 74.5%-0.9pp | 67.6%+6.0pp |
| Annual return | 14.97% | 25.57%-10.6pp | 24.89%-9.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,748 | $3,107-11.6% | $3,869-29.0% | $2,756-0.3% |
| Participant deferral / active EE | $5,609 | $3,870+44.9% | $5,058+10.9% | $4,297+30.5% |
| Admin fee / account holder | $4,034 | $6,715-39.9% | $8,394-51.9% | $6,935-41.8% |