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 | $80,677 | $74,927+7.7% | $101,794-20.7% | $84,808-4.9% |
| Participation rate | 83.9% | 61.4%+22.5pp | 69.2%+14.7pp | 68.3%+15.6pp |
| Annual return | 19.60% | 18.70%+0.9pp | 30.53%-10.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,884 | $1,522+155.2% | $2,289+69.7% | $2,631+47.6% |
| Participant deferral / active EE | $8,119 | $3,099+162.0% | $4,084+98.8% | $4,212+92.8% |
| Admin fee / account holder | $5,755 | $6,514-11.6% | $8,777-34.4% | $7,344-21.6% |