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 | $68,618 | $48,076+42.7% | $78,689-12.8% | $62,891+9.1% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 6.91% | 31.35%-24.4pp | 62.18%-55.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,613 | $2,015+79.3% | $2,851+26.7% | $2,281+58.4% |
| Participant deferral / active EE | $4,178 | $2,588+61.4% | $3,517+18.8% | $3,203+30.4% |
| Admin fee / account holder | $3,523 | $3,207+9.8% | $4,510-21.9% | $4,296-18.0% |