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 | $60,788 | $57,065+6.5% | $75,670-19.7% | $70,131-13.3% |
| Participation rate | 77.4% | 68.1%+9.3pp | 72.3%+5.1pp | 69.5%+7.9pp |
| Annual return | 13.24% | 23.57%-10.3pp | 27.34%-14.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,769 | $1,817-2.6% | $2,352-24.8% | $2,342-24.5% |
| Participant deferral / active EE | $5,036 | $2,580+95.2% | $3,142+60.3% | $3,332+51.2% |
| Admin fee / account holder | $1,477 | $3,825-61.4% | $5,800-74.5% | $4,645-68.2% |