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 | $60,557 | $53,018+14.2% | $70,014-13.5% | $62,891-3.7% |
| Participation rate | 92.9% | 67.2%+25.7pp | 71.8%+21.0pp | 69.3%+23.6pp |
| Annual return | 16.38% | 13.35%+3.0pp | 12.99%+3.4pp | 20.14%-3.8pp |
| Employer contribution / active EE | $3,206 | $1,799+78.2% | $2,338+37.1% | $2,281+40.5% |
| Participant deferral / active EE | $4,677 | $2,395+95.3% | $2,931+59.6% | $3,203+46.0% |
| Admin fee / account holder | $1,968 | $3,690-46.6% | $4,380-55.1% | $4,296-54.2% |