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 | $63,776 | $57,065+11.8% | $75,670-15.7% | $70,131-9.1% |
| Participation rate | 70.6% | 68.1%+2.5pp | 72.3%-1.8pp | 69.5%+1.0pp |
| Annual return | 18.92% | 23.57%-4.6pp | 27.34%-8.4pp | 73.14%-54.2pp |
| Employer contribution / active EE | $923 | $1,817-49.2% | $2,352-60.7% | $2,342-60.6% |
| Participant deferral / active EE | $2,981 | $2,580+15.6% | $3,142-5.1% | $3,332-10.5% |
| Admin fee / account holder | $5,946 | $3,825+55.4% | $5,800+2.5% | $4,645+28.0% |