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 | $88,527 | $66,310+33.5% | $93,606-5.4% | $65,185+35.8% |
| Participation rate | 71.8% | 74.0%-2.1pp | 75.8%-4.0pp | 70.2%+1.6pp |
| Annual return | 31.05% | 42.58%-11.5pp | 32.76%-1.7pp | 29.38%+1.7pp |
| Employer contribution / active EE | $1,750 | $2,012-13.0% | $2,718-35.6% | $2,177-19.6% |
| Participant deferral / active EE | $2,506 | $3,342-25.0% | $4,069-38.4% | $3,514-28.7% |
| Admin fee / account holder | $7,714 | $6,897+11.9% | $7,888-2.2% | $847+810.7% |