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 | $73,019 | $70,475+3.6% | $100,516-27.4% | $79,858-8.6% |
| Participation rate | 76.6% | 73.7%+3.0pp | 79.4%-2.8pp | 69.6%+7.0pp |
| Annual return | 17.22% | 21.90%-4.7pp | 30.89%-13.7pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,015 | $2,165-53.1% | $3,418-70.3% | $2,471-58.9% |
| Participant deferral / active EE | $4,235 | $5,181-18.3% | $6,270-32.5% | $3,740+13.2% |
| Admin fee / account holder | $3,962 | $4,478-11.5% | $8,081-51.0% | $5,306-25.3% |