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 | $59,306 | $49,227+20.5% | $70,449-15.8% | $79,858-25.7% |
| Participation rate | 86.4% | 69.2%+17.3pp | 75.1%+11.4pp | 69.6%+16.8pp |
| Annual return | 15.70% | 30.06%-14.4pp | 109.03%-93.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,734 | $2,099+30.3% | $2,737-0.1% | $2,471+10.7% |
| Participant deferral / active EE | $6,950 | $2,768+151.1% | $3,709+87.4% | $3,740+85.8% |
| Admin fee / account holder | $4,973 | $2,878+72.8% | $3,845+29.3% | $5,306-6.3% |