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 | $70,533 | $62,586+12.7% | $76,768-8.1% | $64,186+9.9% |
| Participation rate | 79.3% | 72.8%+6.5pp | 77.0%+2.3pp | 69.6%+9.7pp |
| Annual return | 14.40% | -1.95%+16.3pp | 2.43%+12.0pp | 7.63%+6.8pp |
| Employer contribution / active EE | $525 | $1,832-71.3% | $2,485-78.9% | $2,381-77.9% |
| Participant deferral / active EE | $1,749 | $3,145-44.4% | $3,852-54.6% | $3,470-49.6% |
| Admin fee / account holder | $515 | $4,667-89.0% | $6,675-92.3% | $4,888-89.5% |