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 | $57,154 | $80,717-29.2% | $154,803-63.1% | $84,808-32.6% |
| Participation rate | 77.5% | 66.8%+10.7pp | 78.1%-0.5pp | 68.3%+9.2pp |
| Annual return | 21.54% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $3,760 | $2,761+36.2% | $4,305-12.7% | $2,631+42.9% |
| Participant deferral / active EE | $3,694 | $3,303+11.8% | $5,540-33.3% | $4,212-12.3% |
| Admin fee / account holder | $6,860 | $6,746+1.7% | $14,329-52.1% | $7,344-6.6% |