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 | $62,729 | $58,512+7.2% | $84,015-25.3% | $72,985-14.1% |
| Participation rate | 88.7% | 61.2%+27.5pp | 69.0%+19.7pp | 69.5%+19.2pp |
| Annual return | 22.74% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,283 | $1,163+10.3% | $1,983-35.3% | $2,440-47.4% |
| Participant deferral / active EE | $4,236 | $2,394+77.0% | $3,239+30.8% | $3,607+17.4% |
| Admin fee / account holder | $1,427 | $4,569-68.8% | $6,101-76.6% | $5,124-72.2% |