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 | $77,187 | $67,606+14.2% | $82,313-6.2% | $70,131+10.1% |
| Participation rate | 75.4% | 72.8%+2.6pp | 76.9%-1.5pp | 69.5%+5.8pp |
| Annual return | 13.64% | 21.57%-7.9pp | 25.88%-12.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,508 | $1,755-14.0% | $2,428-37.9% | $2,342-35.6% |
| Participant deferral / active EE | $4,034 | $2,987+35.1% | $3,706+8.9% | $3,332+21.1% |
| Admin fee / account holder | $10,582 | $4,512+134.5% | $5,608+88.7% | $4,645+127.8% |