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 | $79,911 | $59,839+33.5% | $81,983-2.5% | $79,858+0.1% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.2%+10.8pp | 69.6%+10.4pp |
| Annual return | 16.46% | 17.56%-1.1pp | 41.31%-24.8pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,127 | $1,713+24.1% | $2,498-14.9% | $2,471-13.9% |
| Participant deferral / active EE | $3,659 | $2,695+35.8% | $3,722-1.7% | $3,740-2.2% |
| Admin fee / account holder | $1,672 | $4,287-61.0% | $5,664-70.5% | $5,306-68.5% |