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 | $60,373 | $52,580+14.8% | $71,671-15.8% | $70,131-13.9% |
| Participation rate | 81.5% | 60.9%+20.6pp | 68.7%+12.7pp | 69.5%+11.9pp |
| Annual return | 18.63% | 20.25%-1.6pp | 20.65%-2.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,232 | $1,616+38.1% | $2,460-9.3% | $2,342-4.7% |
| Participant deferral / active EE | $4,267 | $2,386+78.8% | $3,438+24.1% | $3,332+28.1% |
| Admin fee / account holder | $818 | $3,653-77.6% | $5,558-85.3% | $4,645-82.4% |