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 | $60,555 | $59,839+1.2% | $81,983-26.1% | $79,858-24.2% |
| Participation rate | 86.8% | 61.6%+25.2pp | 69.2%+17.6pp | 69.6%+17.2pp |
| Annual return | 12.86% | 17.56%-4.7pp | 41.31%-28.4pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,108 | $1,713-35.3% | $2,498-55.6% | $2,471-55.2% |
| Participant deferral / active EE | $5,697 | $2,695+111.4% | $3,722+53.1% | $3,740+52.3% |
| Admin fee / account holder | $5,112 | $4,287+19.2% | $5,664-9.7% | $5,306-3.7% |