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 | $79,028 | $55,706+41.9% | $75,886+4.1% | $72,985+8.3% |
| Participation rate | 72.9% | 61.1%+11.7pp | 69.3%+3.6pp | 69.5%+3.4pp |
| Annual return | 21.12% | 27.59%-6.5pp | 30.76%-9.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,453 | $1,687-13.9% | $2,500-41.9% | $2,440-40.5% |
| Participant deferral / active EE | $6,074 | $2,634+130.6% | $3,603+68.6% | $3,607+68.4% |
| Admin fee / account holder | $2,824 | $3,978-29.0% | $5,418-47.9% | $5,124-44.9% |