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 | $74,873 | $47,848+56.5% | $81,478-8.1% | $70,131+6.8% |
| Participation rate | 76.6% | 58.3%+18.3pp | 68.0%+8.6pp | 69.5%+7.0pp |
| Annual return | 14.48% | 27.25%-12.8pp | 38.78%-24.3pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,876 | $1,527+22.8% | $2,568-27.0% | $2,342-19.9% |
| Participant deferral / active EE | $3,486 | $2,453+42.1% | $3,537-1.4% | $3,332+4.6% |
| Admin fee / account holder | $6,055 | $3,145+92.5% | $4,561+32.8% | $4,645+30.3% |