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 | $75,188 | $71,883+4.6% | $86,677-13.3% | $68,494+9.8% |
| Participation rate | 84.0% | 72.2%+11.8pp | 76.6%+7.4pp | 67.9%+16.1pp |
| Annual return | 16.93% | 3.52%+13.4pp | 35.91%-19.0pp | -7.84%+24.8pp |
| Employer contribution / active EE | $1,643 | $2,173-24.4% | $2,836-42.1% | $2,596-36.7% |
| Participant deferral / active EE | $4,114 | $3,779+8.9% | $4,656-11.6% | $4,027+2.2% |
| Admin fee / account holder | $415 | $6,112-93.2% | $7,493-94.5% | $5,403-92.3% |