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 | $76,270 | $76,407-0.2% | $150,298-49.3% | $82,448-7.5% |
| Participation rate | 78.1% | 66.4%+11.7pp | 77.8%+0.4pp | 68.1%+10.1pp |
| Annual return | 17.66% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $5,363 | $2,614+105.1% | $4,154+29.1% | $2,551+110.2% |
| Participant deferral / active EE | $4,659 | $3,214+45.0% | $5,453-14.5% | $4,139+12.6% |
| Admin fee / account holder | $8,045 | $6,352+26.7% | $14,116-43.0% | $7,234+11.2% |