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 | $72,600 | $72,277+0.4% | $101,248-28.3% | $79,858-9.1% |
| Participation rate | 93.1% | 68.5%+24.6pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | 16.39% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,434 | $2,692+27.6% | $3,660-6.2% | $2,471+39.0% |
| Participant deferral / active EE | $7,446 | $3,282+126.9% | $4,370+70.4% | $3,740+99.1% |
| Admin fee / account holder | $5,621 | $4,400+27.7% | $5,945-5.5% | $5,306+5.9% |