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 | $77,874 | $72,277+7.7% | $101,248-23.1% | $79,858-2.5% |
| Participation rate | 76.1% | 68.5%+7.6pp | 75.8%+0.3pp | 69.6%+6.5pp |
| Annual return | 12.18% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $3,667 | $2,692+36.2% | $3,660+0.2% | $2,471+48.4% |
| Participant deferral / active EE | $6,790 | $3,282+106.9% | $4,370+55.4% | $3,740+81.5% |
| Admin fee / account holder | $2,863 | $4,400-34.9% | $5,945-51.8% | $5,306-46.0% |