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 | $70,138 | $65,365+7.3% | $92,893-24.5% | $72,985-3.9% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 17.06% | 42.10%-25.0pp | 109.41%-92.4pp | 81.00%-63.9pp |
| Employer contribution / active EE | $1,959 | $2,594-24.5% | $3,653-46.4% | $2,440-19.7% |
| Participant deferral / active EE | $3,431 | $3,128+9.7% | $4,236-19.0% | $3,607-4.9% |
| Admin fee / account holder | $3,385 | $4,251-20.4% | $5,794-41.6% | $5,124-33.9% |