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 | $63,023 | $60,349+4.4% | $74,183-15.0% | $62,891+0.2% |
| Participation rate | 72.0% | 72.7%-0.7pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 7.06% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $864 | $1,680-48.6% | $2,370-63.6% | $2,281-62.1% |
| Participant deferral / active EE | $3,997 | $2,856+39.9% | $3,550+12.6% | $3,203+24.8% |
| Admin fee / account holder | $795 | $4,261-81.3% | $5,586-85.8% | $4,296-81.5% |