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 | $65,503 | $57,828+13.3% | $117,039-44.0% | $70,131-6.6% |
| Participation rate | 80.0% | 67.1%+12.9pp | 77.2%+2.8pp | 69.5%+10.5pp |
| Annual return | 13.54% | 17.55%-4.0pp | 18.95%-5.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $958 | $1,816-47.2% | $3,785-74.7% | $2,342-59.1% |
| Participant deferral / active EE | $1,935 | $2,438-20.6% | $3,929-50.7% | $3,332-41.9% |
| Admin fee / account holder | $1,547 | $3,548-56.4% | $5,974-74.1% | $4,645-66.7% |