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 | $69,500 | $60,349+15.2% | $74,183-6.3% | $62,891+10.5% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.95% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,162 | $1,680+28.7% | $2,370-8.8% | $2,281-5.2% |
| Participant deferral / active EE | $5,642 | $2,856+97.5% | $3,550+58.9% | $3,203+76.2% |
| Admin fee / account holder | $4,265 | $4,261+0.1% | $5,586-23.6% | $4,296-0.7% |