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 | $67,704 | $60,892+11.2% | $82,389-17.8% | $84,808-20.2% |
| Participation rate | 90.3% | 63.3%+27.1pp | 69.5%+20.8pp | 68.3%+22.0pp |
| Annual return | 17.34% | 37.29%-20.0pp | 28.67%-11.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,518 | $1,779-14.7% | $2,517-39.7% | $2,631-42.3% |
| Participant deferral / active EE | $4,140 | $3,179+30.2% | $4,155-0.4% | $4,212-1.7% |
| Admin fee / account holder | $4,332 | $5,467-20.8% | $7,231-40.1% | $7,344-41.0% |