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 | $72,758 | $67,411+7.9% | $91,001-20.0% | $70,131+3.7% |
| Participation rate | 74.4% | 71.4%+3.0pp | 75.6%-1.2pp | 69.5%+4.8pp |
| Annual return | 15.76% | -40.16%+55.9pp | 4.60%+11.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,493 | $1,786-16.4% | $2,456-39.2% | $2,342-36.3% |
| Participant deferral / active EE | $2,331 | $2,823-17.4% | $3,547-34.3% | $3,332-30.1% |
| Admin fee / account holder | $2,155 | $4,236-49.1% | $5,417-60.2% | $4,645-53.6% |