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 | $63,997 | $58,512+9.4% | $84,015-23.8% | $72,985-12.3% |
| Participation rate | 84.2% | 61.2%+23.0pp | 69.0%+15.2pp | 69.5%+14.7pp |
| Annual return | 22.49% | 28.93%-6.4pp | 71.31%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,068 | $1,163-8.2% | $1,983-46.2% | $2,440-56.2% |
| Participant deferral / active EE | $3,562 | $2,394+48.8% | $3,239+10.0% | $3,607-1.3% |
| Admin fee / account holder | $7,596 | $4,569+66.3% | $6,101+24.5% | $5,124+48.2% |