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 | $58,980 | $48,076+22.7% | $78,689-25.0% | $62,891-6.2% |
| Participation rate | 93.5% | 65.2%+28.3pp | 73.6%+19.9pp | 69.3%+24.2pp |
| Annual return | 5.95% | 31.35%-25.4pp | 62.18%-56.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $3,438 | $2,015+70.7% | $2,851+20.6% | $2,281+50.8% |
| Participant deferral / active EE | $3,804 | $2,588+47.0% | $3,517+8.2% | $3,203+18.8% |
| Admin fee / account holder | $2,596 | $3,207-19.1% | $4,510-42.4% | $4,296-39.6% |