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 | $78,017 | $72,277+7.9% | $101,248-22.9% | $79,858-2.3% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.8%+8.6pp | 69.6%+14.7pp |
| Annual return | 20.23% | 22.30%-2.1pp | 46.47%-26.2pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,862 | $2,692+6.3% | $3,660-21.8% | $2,471+15.8% |
| Participant deferral / active EE | $6,114 | $3,282+86.3% | $4,370+39.9% | $3,740+63.5% |
| Admin fee / account holder | $6,365 | $4,400+44.6% | $5,945+7.1% | $5,306+19.9% |