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 | $83,965 | $76,552+9.7% | $123,892-32.2% | $62,891+33.5% |
| Participation rate | 83.7% | 73.0%+10.7pp | 81.4%+2.3pp | 69.3%+14.4pp |
| Annual return | 8.58% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $658 | $2,883-77.2% | $4,617-85.8% | $2,281-71.2% |
| Participant deferral / active EE | $5,098 | $4,840+5.3% | $5,984-14.8% | $3,203+59.2% |
| Admin fee / account holder | $5,984 | $4,826+24.0% | $8,357-28.4% | $4,296+39.3% |