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 | $69,997 | $67,606+3.5% | $82,313-15.0% | $70,131-0.2% |
| Participation rate | 81.6% | 72.8%+8.9pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 14.65% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,381 | $2,987+13.2% | $3,706-8.8% | $3,332+1.5% |
| Admin fee / account holder | $3,988 | $4,512-11.6% | $5,608-28.9% | $4,645-14.1% |