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 | $70,639 | $58,523+20.7% | $99,443-29.0% | $72,985-3.2% |
| Participation rate | 70.5% | 64.6%+5.9pp | 73.8%-3.3pp | 69.5%+1.0pp |
| Annual return | 20.43% | 28.51%-8.1pp | 30.72%-10.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $533 | $1,512-64.8% | $2,540-79.0% | $2,440-78.2% |
| Participant deferral / active EE | $1,891 | $2,606-27.4% | $3,619-47.8% | $3,607-47.6% |
| Admin fee / account holder | $1,430 | $4,102-65.1% | $6,250-77.1% | $5,124-72.1% |