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 | $75,043 | $67,606+11.0% | $82,313-8.8% | $70,131+7.0% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.9%+2.8pp | 69.5%+10.1pp |
| Annual return | 14.44% | 21.57%-7.1pp | 25.88%-11.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,077 | $1,755-38.6% | $2,428-55.6% | $2,342-54.0% |
| Participant deferral / active EE | $3,623 | $2,987+21.3% | $3,706-2.2% | $3,332+8.8% |
| Admin fee / account holder | $17,030 | $4,512+277.4% | $5,608+203.7% | $4,645+266.6% |