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 | $87,894 | $86,929+1.1% | $102,423-14.2% | $80,856+8.7% |
| Participation rate | 78.3% | 72.4%+5.9pp | 76.5%+1.8pp | 67.6%+10.6pp |
| Annual return | 14.51% | 18.88%-4.4pp | 29.32%-14.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,600 | $2,369-32.5% | $3,023-47.1% | $2,755-41.9% |
| Participant deferral / active EE | $6,659 | $4,118+61.7% | $5,053+31.8% | $4,296+55.0% |
| Admin fee / account holder | $1,777 | $8,049-77.9% | $9,451-81.2% | $6,918-74.3% |