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 | $74,493 | $60,349+23.4% | $74,183+0.4% | $62,891+18.4% |
| Participation rate | 80.4% | 72.7%+7.7pp | 76.6%+3.8pp | 69.3%+11.1pp |
| Annual return | 11.39% | 21.37%-10.0pp | 17.74%-6.3pp | 20.14%-8.8pp |
| Employer contribution / active EE | $937 | $1,680-44.2% | $2,370-60.5% | $2,281-58.9% |
| Participant deferral / active EE | $3,531 | $2,856+23.6% | $3,550-0.5% | $3,203+10.2% |
| Admin fee / account holder | $6,550 | $4,261+53.7% | $5,586+17.3% | $4,296+52.5% |