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 | $64,600 | $54,762+18.0% | $90,281-28.4% | $72,985-11.5% |
| Participation rate | 77.3% | 65.1%+12.1pp | 73.3%+4.0pp | 69.5%+7.8pp |
| Annual return | 22.91% | 30.63%-7.7pp | 78.10%-55.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $453 | $2,092-78.3% | $2,854-84.1% | $2,440-81.4% |
| Participant deferral / active EE | $3,819 | $2,887+32.3% | $3,885-1.7% | $3,607+5.9% |
| Admin fee / account holder | $1,637 | $3,972-58.8% | $5,351-69.4% | $5,124-68.1% |