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 | $59,095 | $45,073+31.1% | $69,455-14.9% | $72,985-19.0% |
| Participation rate | 82.1% | 68.5%+13.6pp | 74.6%+7.4pp | 69.5%+12.6pp |
| Annual return | 23.27% | 22.65%+0.6pp | 28.97%-5.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $447 | $2,054-78.2% | $2,779-83.9% | $2,440-81.7% |
| Participant deferral / active EE | $3,959 | $2,602+52.2% | $3,535+12.0% | $3,607+9.7% |
| Admin fee / account holder | $4,606 | $3,056+50.7% | $3,839+20.0% | $5,124-10.1% |