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 | $76,678 | $67,411+13.7% | $91,001-15.7% | $70,131+9.3% |
| Participation rate | 88.6% | 71.4%+17.2pp | 75.6%+13.0pp | 69.5%+19.0pp |
| Annual return | 15.21% | -40.16%+55.4pp | 4.60%+10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $524 | $1,786-70.7% | $2,456-78.7% | $2,342-77.6% |
| Participant deferral / active EE | $2,919 | $2,823+3.4% | $3,547-17.7% | $3,332-12.4% |
| Admin fee / account holder | $1,236 | $4,236-70.8% | $5,417-77.2% | $4,645-73.4% |