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 | $67,164 | $54,762+22.6% | $90,281-25.6% | $72,985-8.0% |
| Participation rate | 88.0% | 65.1%+22.9pp | 73.3%+14.7pp | 69.5%+18.5pp |
| Annual return | 18.55% | 30.63%-12.1pp | 78.10%-59.5pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,253 | $2,092+7.7% | $2,854-21.1% | $2,440-7.6% |
| Participant deferral / active EE | $5,227 | $2,887+81.1% | $3,885+34.5% | $3,607+44.9% |
| Admin fee / account holder | $2,249 | $3,972-43.4% | $5,351-58.0% | $5,124-56.1% |