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 | $81,841 | $72,492+12.9% | $87,100-6.0% | $72,985+12.1% |
| Participation rate | 87.0% | 72.8%+14.2pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 21.61% | 24.46%-2.8pp | 28.19%-6.6pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,201 | $1,894+16.2% | $2,521-12.7% | $2,440-9.8% |
| Participant deferral / active EE | $6,298 | $3,270+92.6% | $4,049+55.6% | $3,607+74.6% |
| Admin fee / account holder | $2,399 | $5,055-52.5% | $7,497-68.0% | $5,124-53.2% |