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 | $73,460 | $60,349+21.7% | $74,183-1.0% | $62,891+16.8% |
| Participation rate | 70.4% | 72.7%-2.4pp | 76.6%-6.2pp | 69.3%+1.1pp |
| Annual return | 6.83% | 21.37%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,642 | $1,680-2.3% | $2,370-30.7% | $2,281-28.0% |
| Participant deferral / active EE | $3,671 | $2,856+28.5% | $3,550+3.4% | $3,203+14.6% |
| Admin fee / account holder | $1,110 | $4,261-74.0% | $5,586-80.1% | $4,296-74.2% |