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 | $89,495 | $65,365+36.9% | $92,893-3.7% | $72,985+22.6% |
| Participation rate | 82.2% | 68.3%+13.9pp | 76.0%+6.2pp | 69.5%+12.7pp |
| Annual return | 19.63% | 42.10%-22.5pp | 109.41%-89.8pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,802 | $2,594+8.0% | $3,653-23.3% | $2,440+14.8% |
| Participant deferral / active EE | $5,588 | $3,128+78.6% | $4,236+31.9% | $3,607+54.9% |
| Admin fee / account holder | $4,315 | $4,251+1.5% | $5,794-25.5% | $5,124-15.8% |