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 | $63,720 | $86,929-26.7% | $102,423-37.8% | $80,856-21.2% |
| Participation rate | 86.0% | 72.4%+13.6pp | 76.5%+9.5pp | 67.6%+18.4pp |
| Annual return | 24.85% | 18.88%+6.0pp | 29.32%-4.5pp | 35.59%-10.7pp |
| Employer contribution / active EE | $3,430 | $2,369+44.8% | $3,023+13.5% | $2,755+24.5% |
| Participant deferral / active EE | $6,285 | $4,118+52.6% | $5,053+24.4% | $4,296+46.3% |
| Admin fee / account holder | $6,386 | $8,049-20.7% | $9,451-32.4% | $6,918-7.7% |