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 | $86,079 | $58,523+47.1% | $99,443-13.4% | $72,985+17.9% |
| Participation rate | 97.4% | 64.6%+32.8pp | 73.8%+23.6pp | 69.5%+27.9pp |
| Annual return | 21.87% | 28.51%-6.6pp | 30.72%-8.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $879 | $1,512-41.8% | $2,540-65.4% | $2,440-64.0% |
| Participant deferral / active EE | $8,990 | $2,606+245.0% | $3,619+148.4% | $3,607+149.2% |
| Admin fee / account holder | $663 | $4,102-83.8% | $6,250-89.4% | $5,124-87.1% |