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 | $60,859 | $67,606-10.0% | $82,313-26.1% | $70,131-13.2% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 29.75% | 21.57%+8.2pp | 25.88%+3.9pp | 73.14%-43.4pp |
| Employer contribution / active EE | $2,152 | $1,755+22.6% | $2,428-11.4% | $2,342-8.1% |
| Participant deferral / active EE | $5,516 | $2,987+84.7% | $3,706+48.8% | $3,332+65.6% |
| Admin fee / account holder | $1,973 | $4,512-56.3% | $5,608-64.8% | $4,645-57.5% |