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 | $67,899 | $65,365+3.9% | $92,893-26.9% | $72,985-7.0% |
| Participation rate | 70.0% | 68.3%+1.7pp | 76.0%-6.0pp | 69.5%+0.5pp |
| Annual return | 21.07% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,223 | $2,594-52.9% | $3,653-66.5% | $2,440-49.9% |
| Participant deferral / active EE | $3,253 | $3,128+4.0% | $4,236-23.2% | $3,607-9.8% |
| Admin fee / account holder | $716 | $4,251-83.2% | $5,794-87.6% | $5,124-86.0% |