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 | $78,074 | $72,492+7.7% | $87,100-10.4% | $72,985+7.0% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.9%-6.6pp | 69.5%+0.8pp |
| Annual return | 21.17% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,965 | $1,894+3.7% | $2,521-22.1% | $2,440-19.5% |
| Participant deferral / active EE | $4,990 | $3,270+52.6% | $4,049+23.3% | $3,607+38.3% |
| Admin fee / account holder | $3,323 | $5,055-34.3% | $7,497-55.7% | $5,124-35.2% |