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 | $69,367 | $56,897+21.9% | $84,750-18.2% | $62,891+10.3% |
| Participation rate | 91.3% | 68.5%+22.8pp | 76.6%+14.7pp | 69.3%+22.0pp |
| Annual return | 8.37% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $3,370 | $2,400+40.4% | $3,574-5.7% | $2,281+47.7% |
| Participant deferral / active EE | $5,145 | $2,709+89.9% | $3,712+38.6% | $3,203+60.6% |
| Admin fee / account holder | $3,335 | $3,581-6.9% | $5,332-37.5% | $4,296-22.4% |