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 | $70,177 | $57,065+23.0% | $75,670-7.3% | $70,131+0.1% |
| Participation rate | 70.8% | 68.1%+2.7pp | 72.3%-1.5pp | 69.5%+1.3pp |
| Annual return | 14.98% | 23.57%-8.6pp | 27.34%-12.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $580 | $1,817-68.1% | $2,352-75.3% | $2,342-75.2% |
| Participant deferral / active EE | $2,944 | $2,580+14.1% | $3,142-6.3% | $3,332-11.6% |
| Admin fee / account holder | $10,150 | $3,825+165.4% | $5,800+75.0% | $4,645+118.5% |