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 | $71,671 | $54,762+30.9% | $90,281-20.6% | $72,985-1.8% |
| Participation rate | 95.7% | 65.1%+30.5pp | 73.3%+22.4pp | 69.5%+26.2pp |
| Annual return | 24.19% | 30.63%-6.4pp | 78.10%-53.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,160 | $2,092+3.2% | $2,854-24.3% | $2,440-11.5% |
| Participant deferral / active EE | $6,379 | $2,887+121.0% | $3,885+64.2% | $3,607+76.8% |
| Admin fee / account holder | $8,423 | $3,972+112.1% | $5,351+57.4% | $5,124+64.4% |