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 | $98,755 | $80,968+22.0% | $96,544+2.3% | $75,163+31.4% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.5pp | 67.2%+12.2pp |
| Annual return | 16.14% | 27.06%-10.9pp | 25.84%-9.7pp | 160.62%-144.5pp |
| Employer contribution / active EE | $679 | $2,282-70.2% | $2,965-77.1% | $2,670-74.6% |
| Participant deferral / active EE | $7,157 | $3,928+82.2% | $4,851+47.5% | $4,125+73.5% |
| Admin fee / account holder | $6,880 | $6,724+2.3% | $8,252-16.6% | $5,651+21.7% |