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 | $68,233 | $55,706+22.5% | $75,886-10.1% | $72,985-6.5% |
| Participation rate | 73.1% | 61.1%+11.9pp | 69.3%+3.8pp | 69.5%+3.6pp |
| Annual return | 23.72% | 27.59%-3.9pp | 30.76%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,964 | $1,687+16.5% | $2,500-21.4% | $2,440-19.5% |
| Participant deferral / active EE | $3,384 | $2,634+28.5% | $3,603-6.1% | $3,607-6.2% |
| Admin fee / account holder | $2,584 | $3,978-35.0% | $5,418-52.3% | $5,124-49.6% |