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 | $61,138 | $56,897+7.5% | $84,750-27.9% | $62,891-2.8% |
| Participation rate | 92.1% | 68.5%+23.6pp | 76.6%+15.5pp | 69.3%+22.8pp |
| Annual return | 7.28% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,802 | $2,400-24.9% | $3,574-49.6% | $2,281-21.0% |
| Participant deferral / active EE | $3,633 | $2,709+34.1% | $3,712-2.1% | $3,203+13.4% |
| Admin fee / account holder | $6,325 | $3,581+76.6% | $5,332+18.6% | $4,296+47.2% |