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 | $97,509 | $58,523+66.6% | $99,443-1.9% | $72,985+33.6% |
| Participation rate | 72.7% | 64.6%+8.1pp | 73.8%-1.1pp | 69.5%+3.2pp |
| Annual return | 16.58% | 28.51%-11.9pp | 30.72%-14.1pp | 81.00%-64.4pp |
| Employer contribution / active EE | $659 | $1,512-56.4% | $2,540-74.0% | $2,440-73.0% |
| Participant deferral / active EE | $2,889 | $2,606+10.9% | $3,619-20.2% | $3,607-19.9% |
| Admin fee / account holder | $2,992 | $4,102-27.1% | $6,250-52.1% | $5,124-41.6% |