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 | $63,716 | $67,606-5.8% | $82,313-22.6% | $70,131-9.1% |
| Participation rate | 81.0% | 72.8%+8.2pp | 76.9%+4.1pp | 69.5%+11.4pp |
| Annual return | 19.79% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $628 | $1,755-64.2% | $2,428-74.2% | $2,342-73.2% |
| Participant deferral / active EE | $2,232 | $2,987-25.3% | $3,706-39.8% | $3,332-33.0% |
| Admin fee / account holder | $1,995 | $4,512-55.8% | $5,608-64.4% | $4,645-57.1% |