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 | $75,288 | $67,606+11.4% | $82,313-8.5% | $70,131+7.4% |
| Participation rate | 72.1% | 72.8%-0.6pp | 76.9%-4.8pp | 69.5%+2.6pp |
| Annual return | 12.18% | 21.57%-9.4pp | 25.88%-13.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,277 | $2,987+43.2% | $3,706+15.4% | $3,332+28.4% |
| Admin fee / account holder | $9,545 | $4,512+111.5% | $5,608+70.2% | $4,645+105.5% |