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 4-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 | $69,314 | $95,803-27.6% | $113,168-38.8% | $84,808-18.3% |
| Participation rate | 76.1% | 72.9%+3.2pp | 76.6%-0.5pp | 68.3%+7.7pp |
| Annual return | 15.13% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,994 | $2,360+26.8% | $2,975+0.6% | $2,631+13.8% |
| Participant deferral / active EE | $5,422 | $4,242+27.8% | $5,107+6.2% | $4,212+28.7% |
| Admin fee / account holder | $10,413 | $8,989+15.8% | $12,068-13.7% | $7,344+41.8% |