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 | $52,164 | $48,076+8.5% | $78,689-33.7% | $62,891-17.1% |
| Participation rate | 92.9% | 65.2%+27.6pp | 73.6%+19.3pp | 69.3%+23.6pp |
| Annual return | 13.52% | 31.35%-17.8pp | 62.18%-48.7pp | 20.14%-6.6pp |
| Employer contribution / active EE | $2,699 | $2,015+33.9% | $2,851-5.3% | $2,281+18.3% |
| Participant deferral / active EE | $5,731 | $2,588+121.5% | $3,517+63.0% | $3,203+78.9% |
| Admin fee / account holder | $6,045 | $3,207+88.5% | $4,510+34.0% | $4,296+40.7% |