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 | $75,506 | $73,933+2.1% | $96,683-21.9% | $75,163+0.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.72% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,332 | $2,928+13.8% | $3,737-10.8% | $2,670+24.8% |
| Participant deferral / active EE | $5,464 | $3,659+49.3% | $4,878+12.0% | $4,125+32.4% |
| Admin fee / account holder | $7,451 | $5,216+42.8% | $6,730+10.7% | $5,651+31.9% |