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 | $56,346 | $76,367-26.2% | $93,606-39.8% | $72,985-22.8% |
| Participation rate | 89.2% | 71.7%+17.4pp | 75.8%+13.4pp | 69.5%+19.7pp |
| Annual return | 23.08% | 25.82%-2.7pp | 32.76%-9.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,419 | $2,275+6.3% | $2,718-11.0% | $2,440-0.8% |
| Participant deferral / active EE | $7,453 | $3,538+110.7% | $4,069+83.2% | $3,607+106.6% |
| Admin fee / account holder | $6,984 | $6,838+2.1% | $7,888-11.5% | $5,124+36.3% |