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 | $74,285 | $59,839+24.1% | $81,983-9.4% | $79,858-7.0% |
| Participation rate | 80.6% | 61.6%+18.9pp | 69.2%+11.3pp | 69.6%+10.9pp |
| Annual return | 14.81% | 17.56%-2.7pp | 41.31%-26.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,818 | $1,713+6.1% | $2,498-27.2% | $2,471-26.4% |
| Participant deferral / active EE | $4,591 | $2,695+70.3% | $3,722+23.4% | $3,740+22.8% |
| Admin fee / account holder | $972 | $4,287-77.3% | $5,664-82.8% | $5,306-81.7% |