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 | $84,836 | $72,492+17.0% | $87,100-2.6% | $72,985+16.2% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.4pp |
| Annual return | 26.16% | 24.46%+1.7pp | 28.19%-2.0pp | 81.00%-54.8pp |
| Employer contribution / active EE | $2,722 | $1,894+43.7% | $2,521+8.0% | $2,440+11.6% |
| Participant deferral / active EE | $6,915 | $3,270+111.5% | $4,049+70.8% | $3,607+91.7% |
| Admin fee / account holder | $3,334 | $5,055-34.0% | $7,497-55.5% | $5,124-34.9% |