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 | $86,809 | $80,673+7.6% | $101,326-14.3% | $84,808+2.4% |
| Participation rate | 91.9% | 77.8%+14.1pp | 81.5%+10.4pp | 68.3%+23.6pp |
| Annual return | 19.07% | 38.95%-19.9pp | 36.82%-17.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,092 | $2,698+14.6% | $3,665-15.6% | $2,631+17.5% |
| Participant deferral / active EE | $11,770 | $6,840+72.1% | $7,994+47.2% | $4,212+179.5% |
| Admin fee / account holder | $2,606 | $12,784-79.6% | $11,185-76.7% | $7,344-64.5% |