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 | $57,257 | $54,762+4.6% | $90,281-36.6% | $72,985-21.5% |
| Participation rate | 80.0% | 65.1%+14.9pp | 73.3%+6.7pp | 69.5%+10.5pp |
| Annual return | 19.16% | 30.63%-11.5pp | 78.10%-58.9pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,309 | $2,092-37.5% | $2,854-54.2% | $2,440-46.4% |
| Participant deferral / active EE | $2,914 | $2,887+1.0% | $3,885-25.0% | $3,607-19.2% |
| Admin fee / account holder | $685 | $3,972-82.8% | $5,351-87.2% | $5,124-86.6% |