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 | $83,305 | $72,492+14.9% | $87,100-4.4% | $72,985+14.1% |
| Participation rate | 88.0% | 72.8%+15.2pp | 76.9%+11.1pp | 69.5%+18.5pp |
| Annual return | 21.94% | 24.46%-2.5pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,449 | $1,894+82.1% | $2,521+36.8% | $2,440+41.3% |
| Participant deferral / active EE | $8,025 | $3,270+145.4% | $4,049+98.2% | $3,607+122.5% |
| Admin fee / account holder | $2,021 | $5,055-60.0% | $7,497-73.0% | $5,124-60.6% |