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 | $64,627 | $60,349+7.1% | $74,183-12.9% | $62,891+2.8% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 5.99% | 21.37%-15.4pp | 17.74%-11.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,782 | $1,680+125.1% | $2,370+59.6% | $2,281+65.8% |
| Participant deferral / active EE | $8,588 | $2,856+200.7% | $3,550+141.9% | $3,203+168.1% |
| Admin fee / account holder | $13,949 | $4,261+227.3% | $5,586+149.7% | $4,296+224.7% |