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 | $59,862 | $58,512+2.3% | $84,015-28.7% | $72,985-18.0% |
| Participation rate | 97.1% | 61.2%+35.8pp | 69.0%+28.0pp | 69.5%+27.6pp |
| Annual return | 17.34% | 28.93%-11.6pp | 71.31%-54.0pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,118 | $1,163-3.9% | $1,983-43.6% | $2,440-54.2% |
| Participant deferral / active EE | $3,870 | $2,394+61.7% | $3,239+19.5% | $3,607+7.3% |
| Admin fee / account holder | $1,319 | $4,569-71.1% | $6,101-78.4% | $5,124-74.3% |