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 | $106,450 | $95,803+11.1% | $113,168-5.9% | $84,808+25.5% |
| Participation rate | 93.0% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.7pp |
| Annual return | 15.29% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,843 | $2,360+20.5% | $2,975-4.5% | $2,631+8.0% |
| Participant deferral / active EE | $5,745 | $4,242+35.4% | $5,107+12.5% | $4,212+36.4% |
| Admin fee / account holder | $13,105 | $8,989+45.8% | $12,068+8.6% | $7,344+78.4% |