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 | $78,853 | $76,367+3.3% | $93,606-15.8% | $72,985+8.0% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 18.30% | 25.82%-7.5pp | 32.76%-14.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $749 | $2,275-67.1% | $2,718-72.5% | $2,440-69.3% |
| Participant deferral / active EE | $4,696 | $3,538+32.7% | $4,069+15.4% | $3,607+30.2% |
| Admin fee / account holder | $2,739 | $6,838-59.9% | $7,888-65.3% | $5,124-46.5% |