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 | $69,775 | $67,606+3.2% | $82,313-15.2% | $70,131-0.5% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.9%-2.6pp | 69.5%+4.7pp |
| Annual return | 19.74% | 21.57%-1.8pp | 25.88%-6.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,572 | $1,755-10.4% | $2,428-35.2% | $2,342-32.9% |
| Participant deferral / active EE | $3,221 | $2,987+7.8% | $3,706-13.1% | $3,332-3.3% |
| Admin fee / account holder | $2,507 | $4,512-44.4% | $5,608-55.3% | $4,645-46.0% |