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 | $65,733 | $65,041+1.1% | $90,951-27.7% | $79,858-17.7% |
| Participation rate | 73.1% | 61.6%+11.5pp | 69.0%+4.1pp | 69.6%+3.4pp |
| Annual return | 18.76% | 30.45%-11.7pp | 134.60%-115.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,230 | $1,247-1.3% | $2,122-42.0% | $2,471-50.2% |
| Participant deferral / active EE | $3,388 | $2,512+34.9% | $3,373+0.5% | $3,740-9.4% |
| Admin fee / account holder | $911 | $4,536-79.9% | $5,959-84.7% | $5,306-82.8% |