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 | $66,997 | $59,839+12.0% | $81,983-18.3% | $79,858-16.1% |
| Participation rate | 70.6% | 61.6%+9.0pp | 69.2%+1.3pp | 69.6%+1.0pp |
| Annual return | 18.22% | 17.56%+0.7pp | 41.31%-23.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $456 | $1,713-73.4% | $2,498-81.7% | $2,471-81.5% |
| Participant deferral / active EE | $3,134 | $2,695+16.3% | $3,722-15.8% | $3,740-16.2% |
| Admin fee / account holder | $2,290 | $4,287-46.6% | $5,664-59.6% | $5,306-56.8% |