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 | $61,551 | $52,580+17.1% | $71,671-14.1% | $70,131-12.2% |
| Participation rate | 83.8% | 60.9%+22.9pp | 68.7%+15.0pp | 69.5%+14.2pp |
| Annual return | 12.22% | 20.25%-8.0pp | 20.65%-8.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,857 | $1,616+15.0% | $2,460-24.5% | $2,342-20.7% |
| Participant deferral / active EE | $4,898 | $2,386+105.3% | $3,438+42.5% | $3,332+47.0% |
| Admin fee / account holder | $5,090 | $3,653+39.3% | $5,558-8.4% | $4,645+9.6% |