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 | $66,875 | $65,365+2.3% | $92,893-28.0% | $72,985-8.4% |
| Participation rate | 70.1% | 68.3%+1.8pp | 76.0%-5.9pp | 69.5%+0.7pp |
| Annual return | 17.55% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,198 | $2,594-53.8% | $3,653-67.2% | $2,440-50.9% |
| Participant deferral / active EE | $2,504 | $3,128-19.9% | $4,236-40.9% | $3,607-30.6% |
| Admin fee / account holder | $3,178 | $4,251-25.3% | $5,794-45.2% | $5,124-38.0% |