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 | $77,273 | $77,523-0.3% | $100,383-23.0% | $80,874-4.5% |
| Participation rate | 78.0% | 77.0%+1.0pp | 81.5%-3.5pp | 67.6%+10.4pp |
| Annual return | 42.28% | 37.21%+5.1pp | 49.26%-7.0pp | 35.62%+6.7pp |
| Employer contribution / active EE | $7,850 | $2,801+180.2% | $3,944+99.1% | $2,756+184.9% |
| Participant deferral / active EE | $12,879 | $6,822+88.8% | $8,086+59.3% | $4,297+199.7% |
| Admin fee / account holder | $6,122 | $5,899+3.8% | $7,900-22.5% | $6,935-11.7% |