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 | $64,085 | $60,349+6.2% | $74,183-13.6% | $62,891+1.9% |
| Participation rate | 92.7% | 72.7%+20.0pp | 76.6%+16.1pp | 69.3%+23.4pp |
| Annual return | 8.45% | 21.37%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,192 | $1,680-29.0% | $2,370-49.7% | $2,281-47.7% |
| Participant deferral / active EE | $2,435 | $2,856-14.7% | $3,550-31.4% | $3,203-24.0% |
| Admin fee / account holder | $788 | $4,261-81.5% | $5,586-85.9% | $4,296-81.7% |