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 | $72,946 | $57,065+27.8% | $75,670-3.6% | $70,131+4.0% |
| Participation rate | 70.6% | 68.1%+2.5pp | 72.3%-1.8pp | 69.5%+1.0pp |
| Annual return | 28.21% | 23.57%+4.6pp | 27.34%+0.9pp | 73.14%-44.9pp |
| Employer contribution / active EE | $1,982 | $1,817+9.1% | $2,352-15.7% | $2,342-15.4% |
| Participant deferral / active EE | $3,545 | $2,580+37.4% | $3,142+12.8% | $3,332+6.4% |
| Admin fee / account holder | $5,293 | $3,825+38.4% | $5,800-8.7% | $4,645+13.9% |