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 | $121,923 | $78,672+55.0% | $109,143+11.7% | $85,850+42.0% |
| Participation rate | 74.4% | 68.3%+6.1pp | 75.9%-1.5pp | 69.3%+5.0pp |
| Annual return | 19.09% | 25.09%-6.0pp | 25.75%-6.7pp | 318.53%-299.4pp |
| Employer contribution / active EE | $984 | $2,735-64.0% | $3,722-73.6% | $2,565-61.6% |
| Participant deferral / active EE | $6,318 | $3,467+82.2% | $4,653+35.8% | $3,952+59.9% |
| Admin fee / account holder | $3,297 | $5,469-39.7% | $6,752-51.2% | $6,260-47.3% |