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 | $78,475 | $81,460-3.7% | $103,333-24.1% | $80,856-2.9% |
| Participation rate | 91.2% | 66.8%+24.3pp | 74.5%+16.7pp | 67.6%+23.5pp |
| Annual return | 23.51% | 25.55%-2.0pp | 24.88%-1.4pp | 35.59%-12.1pp |
| Employer contribution / active EE | $2,978 | $3,105-4.1% | $3,868-23.0% | $2,755+8.1% |
| Participant deferral / active EE | $5,767 | $3,869+49.1% | $5,057+14.0% | $4,296+34.2% |
| Admin fee / account holder | $1,081 | $6,566-83.5% | $8,355-87.1% | $6,918-84.4% |