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 | $69,374 | $60,349+15.0% | $74,183-6.5% | $62,891+10.3% |
| Participation rate | 80.0% | 72.7%+7.3pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 7.15% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,191 | $1,680+30.4% | $2,370-7.6% | $2,281-3.9% |
| Participant deferral / active EE | $4,100 | $2,856+43.6% | $3,550+15.5% | $3,203+28.0% |
| Admin fee / account holder | $6,811 | $4,261+59.8% | $5,586+21.9% | $4,296+58.6% |