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 | $82,728 | $65,041+27.2% | $90,951-9.0% | $79,858+3.6% |
| Participation rate | 72.2% | 61.6%+10.6pp | 69.0%+3.2pp | 69.6%+2.6pp |
| Annual return | 13.21% | 30.45%-17.2pp | 134.60%-121.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $489 | $1,247-60.8% | $2,122-76.9% | $2,471-80.2% |
| Participant deferral / active EE | $3,187 | $2,512+26.9% | $3,373-5.5% | $3,740-14.8% |
| Admin fee / account holder | $1,068 | $4,536-76.5% | $5,959-82.1% | $5,306-79.9% |