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 | $69,485 | $72,492-4.1% | $87,100-20.2% | $72,985-4.8% |
| Participation rate | 77.4% | 72.8%+4.5pp | 76.9%+0.5pp | 69.5%+7.9pp |
| Annual return | 21.15% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $488 | $1,894-74.2% | $2,521-80.6% | $2,440-80.0% |
| Participant deferral / active EE | $4,888 | $3,270+49.5% | $4,049+20.7% | $3,607+35.5% |
| Admin fee / account holder | $1,641 | $5,055-67.5% | $7,497-78.1% | $5,124-68.0% |