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 | $97,987 | $95,803+2.3% | $113,168-13.4% | $84,808+15.5% |
| Participation rate | 73.7% | 72.9%+0.8pp | 76.6%-2.9pp | 68.3%+5.4pp |
| Annual return | 18.26% | 25.00%-6.7pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,491 | $2,360+47.9% | $2,975+17.4% | $2,631+32.7% |
| Participant deferral / active EE | $8,719 | $4,242+105.5% | $5,107+70.7% | $4,212+107.0% |
| Admin fee / account holder | $5,463 | $8,989-39.2% | $12,068-54.7% | $7,344-25.6% |