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 | $58,841 | $55,706+5.6% | $75,886-22.5% | $72,985-19.4% |
| Participation rate | 89.5% | 61.1%+28.3pp | 69.3%+20.2pp | 69.5%+20.0pp |
| Annual return | 28.23% | 27.59%+0.6pp | 30.76%-2.5pp | 81.00%-52.8pp |
| Employer contribution / active EE | $3,434 | $1,687+103.6% | $2,500+37.3% | $2,440+40.7% |
| Participant deferral / active EE | $5,779 | $2,634+119.4% | $3,603+60.4% | $3,607+60.2% |
| Admin fee / account holder | $4,634 | $3,978+16.5% | $5,418-14.5% | $5,124-9.6% |