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 | $70,658 | $60,349+17.1% | $74,183-4.8% | $62,891+12.4% |
| Participation rate | 86.0% | 72.7%+13.2pp | 76.6%+9.3pp | 69.3%+16.7pp |
| Annual return | 8.53% | 21.37%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,010 | $1,680+19.6% | $2,370-15.2% | $2,281-11.9% |
| Participant deferral / active EE | $4,065 | $2,856+42.3% | $3,550+14.5% | $3,203+26.9% |
| Admin fee / account holder | $2,253 | $4,261-47.1% | $5,586-59.7% | $4,296-47.6% |