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 | $67,894+7.7% | $89,340-18.1% | $82,448-11.3% |
| Participation rate | 83.3% | 64.0%+19.3pp | 69.6%+13.8pp | 68.1%+15.3pp |
| Annual return | 13.25% | 19.21%-6.0pp | 20.57%-7.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,818 | $1,828+54.2% | $2,231+26.3% | $2,551+10.5% |
| Participant deferral / active EE | $7,372 | $3,072+139.9% | $3,823+92.8% | $4,139+78.1% |
| Admin fee / account holder | $6,411 | $5,723+12.0% | $6,704-4.4% | $7,234-11.4% |