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 | $75,964 | $67,411+12.7% | $91,001-16.5% | $70,131+8.3% |
| Participation rate | 93.9% | 71.4%+22.6pp | 75.6%+18.3pp | 69.5%+24.4pp |
| Annual return | 12.84% | -40.16%+53.0pp | 4.60%+8.2pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,890 | $1,786+5.8% | $2,456-23.0% | $2,342-19.3% |
| Participant deferral / active EE | $2,223 | $2,823-21.2% | $3,547-37.3% | $3,332-33.3% |
| Admin fee / account holder | $11,753 | $4,236+177.4% | $5,417+116.9% | $4,645+153.0% |