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 | $79,679 | $67,411+18.2% | $91,001-12.4% | $70,131+13.6% |
| Participation rate | 81.4% | 71.4%+10.0pp | 75.6%+5.8pp | 69.5%+11.8pp |
| Annual return | 18.98% | -40.16%+59.1pp | 4.60%+14.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,453 | $1,786-18.7% | $2,456-40.8% | $2,342-38.0% |
| Participant deferral / active EE | $3,642 | $2,823+29.0% | $3,547+2.7% | $3,332+9.3% |
| Admin fee / account holder | $2,912 | $4,236-31.2% | $5,417-46.2% | $4,645-37.3% |