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 | $81,607 | $57,990+40.7% | $76,190+7.1% | $80,856+0.9% |
| Participation rate | 81.8% | 73.7%+8.1pp | 79.3%+2.6pp | 67.6%+14.2pp |
| Annual return | 13.30% | 15.89%-2.6pp | 13.78%-0.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $951 | $3,565-73.3% | $4,578-79.2% | $2,755-65.5% |
| Participant deferral / active EE | $8,175 | $3,814+114.3% | $5,474+49.3% | $4,296+90.3% |
| Admin fee / account holder | $1,856 | $5,668-67.3% | $5,123-63.8% | $6,918-73.2% |