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 | $62,178 | $60,349+3.0% | $74,183-16.2% | $62,891-1.1% |
| Participation rate | 76.9% | 72.7%+4.2pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 5.79% | 21.37%-15.6pp | 17.74%-11.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,289 | $1,680-23.3% | $2,370-45.6% | $2,281-43.5% |
| Participant deferral / active EE | $3,139 | $2,856+9.9% | $3,550-11.6% | $3,203-2.0% |
| Admin fee / account holder | $733 | $4,261-82.8% | $5,586-86.9% | $4,296-82.9% |