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 | $53,814 | $45,035+19.5% | $62,995-14.6% | $70,131-23.3% |
| Participation rate | 79.1% | 69.5%+9.5pp | 74.8%+4.3pp | 69.5%+9.5pp |
| Annual return | 22.88% | 18.76%+4.1pp | 87.57%-64.7pp | 73.14%-50.3pp |
| Employer contribution / active EE | $4,443 | $2,051+116.6% | $2,759+61.0% | $2,342+89.7% |
| Participant deferral / active EE | $5,741 | $2,465+132.9% | $3,329+72.4% | $3,332+72.3% |
| Admin fee / account holder | $3,386 | $2,834+19.5% | $3,600-5.9% | $4,645-27.1% |