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 | $73,137 | $68,719+6.4% | $91,541-20.1% | $84,808-13.8% |
| Participation rate | 83.3% | 64.5%+18.8pp | 69.8%+13.6pp | 68.3%+15.0pp |
| Annual return | 13.25% | 19.12%-5.9pp | 20.50%-7.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,818 | $1,920+46.8% | $2,505+12.5% | $2,631+7.1% |
| Participant deferral / active EE | $7,372 | $3,136+135.1% | $4,008+83.9% | $4,212+75.0% |
| Admin fee / account holder | $6,411 | $5,786+10.8% | $6,956-7.8% | $7,344-12.7% |