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 | $106,211 | $86,286+23.1% | $111,297-4.6% | $85,850+23.7% |
| Participation rate | 75.8% | 73.3%+2.4pp | 77.3%-1.6pp | 69.3%+6.4pp |
| Annual return | 17.93% | 19.99%-2.1pp | 54.65%-36.7pp | 318.53%-300.6pp |
| Employer contribution / active EE | $715 | $2,043-65.0% | $2,731-73.8% | $2,565-72.1% |
| Participant deferral / active EE | $7,523 | $3,641+106.6% | $4,487+67.7% | $3,952+90.4% |
| Admin fee / account holder | $4,334 | $8,188-47.1% | $7,964-45.6% | $6,260-30.8% |