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 | $74,878 | $73,933+1.3% | $96,683-22.6% | $75,163-0.4% |
| Participation rate | 72.5% | 66.4%+6.1pp | 74.3%-1.8pp | 67.2%+5.3pp |
| Annual return | 25.62% | 26.70%-1.1pp | 35.69%-10.1pp | 160.62%-135.0pp |
| Employer contribution / active EE | $2,912 | $2,928-0.5% | $3,737-22.1% | $2,670+9.1% |
| Participant deferral / active EE | $2,122 | $3,659-42.0% | $4,878-56.5% | $4,125-48.5% |
| Admin fee / account holder | $2,002 | $5,216-61.6% | $6,730-70.2% | $5,651-64.6% |