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 | $110,684 | $95,803+15.5% | $113,168-2.2% | $84,808+30.5% |
| Participation rate | 73.8% | 72.9%+1.0pp | 76.6%-2.7pp | 68.3%+5.5pp |
| Annual return | 15.96% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,803 | $2,360+18.8% | $2,975-5.8% | $2,631+6.5% |
| Participant deferral / active EE | $5,120 | $4,242+20.7% | $5,107+0.3% | $4,212+21.6% |
| Admin fee / account holder | $5,699 | $8,989-36.6% | $12,068-52.8% | $7,344-22.4% |