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 | $68,539 | $57,065+20.1% | $75,670-9.4% | $70,131-2.3% |
| Participation rate | 86.4% | 68.1%+18.3pp | 72.3%+14.0pp | 69.5%+16.8pp |
| Annual return | 16.15% | 23.57%-7.4pp | 27.34%-11.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,755 | $1,817+51.7% | $2,352+17.2% | $2,342+17.6% |
| Participant deferral / active EE | $4,697 | $2,580+82.1% | $3,142+49.5% | $3,332+41.0% |
| Admin fee / account holder | $1,479 | $3,825-61.3% | $5,800-74.5% | $4,645-68.2% |