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 | $74,832 | $49,791+50.3% | $78,210-4.3% | $70,131+6.7% |
| Participation rate | 96.8% | 62.3%+34.5pp | 68.7%+28.0pp | 69.5%+27.2pp |
| Annual return | 16.76% | 20.75%-4.0pp | 40.90%-24.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,032 | $1,430+42.1% | $2,034-0.1% | $2,342-13.3% |
| Participant deferral / active EE | $3,983 | $2,150+85.2% | $2,823+41.1% | $3,332+19.6% |
| Admin fee / account holder | $6,284 | $3,181+97.6% | $3,758+67.2% | $4,645+35.3% |