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 | $75,917 | $48,076+57.9% | $78,689-3.5% | $62,891+20.7% |
| Participation rate | 86.2% | 65.2%+21.0pp | 73.6%+12.6pp | 69.3%+16.9pp |
| Annual return | 5.26% | 31.35%-26.1pp | 62.18%-56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,341 | $2,015+16.2% | $2,851-17.9% | $2,281+2.6% |
| Participant deferral / active EE | $6,307 | $2,588+143.7% | $3,517+79.3% | $3,203+96.9% |
| Admin fee / account holder | $2,360 | $3,207-26.4% | $4,510-47.7% | $4,296-45.1% |