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 | $59,805 | $54,762+9.2% | $90,281-33.8% | $72,985-18.1% |
| Participation rate | 83.7% | 65.1%+18.5pp | 73.3%+10.4pp | 69.5%+14.2pp |
| Annual return | 21.47% | 30.63%-9.2pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,318 | $2,092+58.6% | $2,854+16.2% | $2,440+36.0% |
| Participant deferral / active EE | $3,494 | $2,887+21.0% | $3,885-10.1% | $3,607-3.1% |
| Admin fee / account holder | $7,268 | $3,972+83.0% | $5,351+35.8% | $5,124+41.8% |