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 | $89,657 | $81,248+10.3% | $155,509-42.3% | $80,856+10.9% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 13.00% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,057 | $3,100-65.9% | $4,672-77.4% | $2,755-61.6% |
| Participant deferral / active EE | $6,194 | $3,452+79.5% | $5,626+10.1% | $4,296+44.2% |
| Admin fee / account holder | $10,881 | $7,997+36.1% | $15,912-31.6% | $6,918+57.3% |