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 | $80,554 | $78,520+2.6% | $96,576-16.6% | $82,448-2.3% |
| Participation rate | 81.6% | 77.7%+3.9pp | 81.4%+0.2pp | 68.1%+13.6pp |
| Annual return | 22.16% | 41.30%-19.1pp | 38.47%-16.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $3,679 | $2,630+39.9% | $3,553+3.5% | $2,551+44.2% |
| Participant deferral / active EE | $8,665 | $6,754+28.3% | $7,956+8.9% | $4,139+109.3% |
| Admin fee / account holder | $4,105 | $13,455-69.5% | $11,381-63.9% | $7,234-43.3% |