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 | $91,673 | $93,571-2.0% | $135,903-32.5% | $75,163+22.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 17.66% | 30.90%-13.2pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $996 | $3,537-71.8% | $4,856-79.5% | $2,670-62.7% |
| Participant deferral / active EE | $6,888 | $6,404+7.5% | $7,758-11.2% | $4,125+67.0% |
| Admin fee / account holder | $406 | $6,975-94.2% | $10,762-96.2% | $5,651-92.8% |