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 | $77,014 | $71,883+7.1% | $86,677-11.1% | $68,494+12.4% |
| Participation rate | 76.7% | 72.2%+4.5pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | 5.18% | 3.52%+1.7pp | 35.91%-30.7pp | -7.84%+13.0pp |
| Employer contribution / active EE | $1,255 | $2,173-42.3% | $2,836-55.8% | $2,596-51.7% |
| Participant deferral / active EE | $3,025 | $3,779-19.9% | $4,656-35.0% | $4,027-24.9% |
| Admin fee / account holder | $16,295 | $6,112+166.6% | $7,493+117.5% | $5,403+201.6% |