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 | $70,890 | $67,606+4.9% | $82,313-13.9% | $70,131+1.1% |
| Participation rate | 72.7% | 72.8%0pp | 76.9%-4.2pp | 69.5%+3.2pp |
| Annual return | 44.24% | 21.57%+22.7pp | 25.88%+18.4pp | 73.14%-28.9pp |
| Employer contribution / active EE | $2,408 | $1,755+37.2% | $2,428-0.8% | $2,342+2.8% |
| Participant deferral / active EE | $5,147 | $2,987+72.3% | $3,706+38.9% | $3,332+54.5% |
| Admin fee / account holder | $3,891 | $4,512-13.8% | $5,608-30.6% | $4,645-16.2% |