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 | $63,838 | $83,477-23.5% | $125,175-49.0% | $72,985-12.5% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 25.03% | 25.78%-0.8pp | 43.79%-18.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,628 | $2,345+12.1% | $3,865-32.0% | $2,440+7.7% |
| Participant deferral / active EE | $6,938 | $3,585+93.5% | $4,937+40.5% | $3,607+92.3% |
| Admin fee / account holder | $8,163 | $5,517+48.0% | $9,702-15.9% | $5,124+59.3% |