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 | $78,939 | $59,839+31.9% | $81,983-3.7% | $79,858-1.2% |
| Participation rate | 71.9% | 61.6%+10.3pp | 69.2%+2.6pp | 69.6%+2.2pp |
| Annual return | 12.34% | 17.56%-5.2pp | 41.31%-29.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,110 | $1,713+23.2% | $2,498-15.5% | $2,471-14.6% |
| Participant deferral / active EE | $2,579 | $2,695-4.3% | $3,722-30.7% | $3,740-31.0% |
| Admin fee / account holder | $4,532 | $4,287+5.7% | $5,664-20.0% | $5,306-14.6% |