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 | $65,855 | $60,349+9.1% | $74,183-11.2% | $62,891+4.7% |
| Participation rate | 81.4% | 72.7%+8.7pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | 8.79% | 21.37%-12.6pp | 17.74%-8.9pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,802 | $1,680+7.3% | $2,370-24.0% | $2,281-21.0% |
| Participant deferral / active EE | $3,214 | $2,856+12.5% | $3,550-9.5% | $3,203+0.3% |
| Admin fee / account holder | $412 | $4,261-90.3% | $5,586-92.6% | $4,296-90.4% |