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 | $76,845 | $67,606+13.7% | $82,313-6.6% | $70,131+9.6% |
| Participation rate | 86.0% | 72.8%+13.2pp | 76.9%+9.1pp | 69.5%+16.4pp |
| Annual return | 17.07% | 21.57%-4.5pp | 25.88%-8.8pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,943 | $1,755+10.7% | $2,428-20.0% | $2,342-17.0% |
| Participant deferral / active EE | $4,379 | $2,987+46.6% | $3,706+18.2% | $3,332+31.4% |
| Admin fee / account holder | $3,357 | $4,512-25.6% | $5,608-40.1% | $4,645-27.7% |