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 | $63,729 | $60,349+5.6% | $74,183-14.1% | $62,891+1.3% |
| Participation rate | 80.6% | 72.7%+7.8pp | 76.6%+3.9pp | 69.3%+11.2pp |
| Annual return | 8.32% | 21.37%-13.1pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $864 | $1,680-48.6% | $2,370-63.6% | $2,281-62.1% |
| Participant deferral / active EE | $2,259 | $2,856-20.9% | $3,550-36.4% | $3,203-29.5% |
| Admin fee / account holder | $1,385 | $4,261-67.5% | $5,586-75.2% | $4,296-67.8% |