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 | $72,907 | $67,606+7.8% | $82,313-11.4% | $70,131+4.0% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.1pp |
| Annual return | 17.46% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $950 | $1,755-45.9% | $2,428-60.9% | $2,342-59.4% |
| Participant deferral / active EE | $2,620 | $2,987-12.3% | $3,706-29.3% | $3,332-21.4% |
| Admin fee / account holder | $2,901 | $4,512-35.7% | $5,608-48.3% | $4,645-37.5% |