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 | $80,194 | $60,349+32.9% | $74,183+8.1% | $62,891+27.5% |
| Participation rate | 90.9% | 72.7%+18.2pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 6.02% | 21.37%-15.3pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,501 | $1,680-10.6% | $2,370-36.6% | $2,281-34.2% |
| Participant deferral / active EE | $3,549 | $2,856+24.2% | $3,5500% | $3,203+10.8% |
| Admin fee / account holder | $2,820 | $4,261-33.8% | $5,586-49.5% | $4,296-34.3% |