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 | $63,406 | $95,803-33.8% | $113,168-44.0% | $84,808-25.2% |
| Participation rate | 78.6% | 72.9%+5.7pp | 76.6%+2.0pp | 68.3%+10.3pp |
| Annual return | 15.40% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,078 | $2,360+30.4% | $2,975+3.5% | $2,631+17.0% |
| Participant deferral / active EE | $6,325 | $4,242+49.1% | $5,107+23.9% | $4,212+50.2% |
| Admin fee / account holder | $7,974 | $8,989-11.3% | $12,068-33.9% | $7,344+8.6% |