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 | $69,149 | $64,348+7.5% | $90,160-23.3% | $70,131-1.4% |
| Participation rate | 87.8% | 70.4%+17.4pp | 76.9%+10.9pp | 69.5%+18.3pp |
| Annual return | 23.14% | 28.13%-5.0pp | 34.88%-11.7pp | 73.14%-50.0pp |
| Employer contribution / active EE | $2,358 | $2,046+15.3% | $3,318-28.9% | $2,342+0.7% |
| Participant deferral / active EE | $4,755 | $4,389+8.4% | $5,288-10.1% | $3,332+42.7% |
| Admin fee / account holder | $4,563 | $3,944+15.7% | $5,943-23.2% | $4,645-1.8% |