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 | $73,572 | $54,762+34.3% | $90,281-18.5% | $72,985+0.8% |
| Participation rate | 84.8% | 65.1%+19.7pp | 73.3%+11.6pp | 69.5%+15.4pp |
| Annual return | 34.53% | 30.63%+3.9pp | 78.10%-43.6pp | 81.00%-46.5pp |
| Employer contribution / active EE | $1,843 | $2,092-11.9% | $2,854-35.4% | $2,440-24.5% |
| Participant deferral / active EE | $4,544 | $2,887+57.4% | $3,885+17.0% | $3,607+26.0% |
| Admin fee / account holder | $2,937 | $3,972-26.1% | $5,351-45.1% | $5,124-42.7% |