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 | $91,034 | $88,707+2.6% | $74,183+22.7% | $273,961-66.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.02% | 11.94%-8.9pp | 17.74%-14.7pp | 41.45%-38.4pp |
| Employer contribution / active EE | $1,494 | $3,159-52.7% | $2,370-37.0% | $4,869-69.3% |
| Participant deferral / active EE | $1,951 | $4,212-53.7% | $3,550-45.0% | $5,287-63.1% |
| Admin fee / account holder | $2,669 | $8,717-69.4% | $5,586-52.2% | $10,132-73.7% |