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 4-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 | $65,489 | $64,480+1.6% | $81,382-19.5% | $80,856-19.0% |
| Participation rate | 89.1% | 63.9%+25.2pp | 69.5%+19.6pp | 67.6%+21.5pp |
| Annual return | 21.23% | 16.34%+4.9pp | 24.73%-3.5pp | 35.59%-14.4pp |
| Employer contribution / active EE | $3,241 | $1,978+63.8% | $2,463+31.6% | $2,755+17.7% |
| Participant deferral / active EE | $10,031 | $3,094+224.3% | $3,883+158.3% | $4,296+133.5% |
| Admin fee / account holder | $5,236 | $5,671-7.7% | $5,768-9.2% | $6,918-24.3% |