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 | $58,544 | $54,762+6.9% | $90,281-35.2% | $72,985-19.8% |
| Participation rate | 88.4% | 65.1%+23.2pp | 73.3%+15.1pp | 69.5%+18.9pp |
| Annual return | 21.24% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,179 | $2,092+51.9% | $2,854+11.4% | $2,440+30.3% |
| Participant deferral / active EE | $3,923 | $2,887+35.9% | $3,885+1.0% | $3,607+8.7% |
| Admin fee / account holder | $5,960 | $3,972+50.0% | $5,351+11.4% | $5,124+16.3% |