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 6-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 | $89,205 | $86,929+2.6% | $102,423-12.9% | $80,856+10.3% |
| Participation rate | 82.9% | 72.4%+10.6pp | 76.5%+6.4pp | 67.6%+15.3pp |
| Annual return | 13.74% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,912 | $2,369-19.3% | $3,023-36.8% | $2,755-30.6% |
| Participant deferral / active EE | $6,162 | $4,118+49.6% | $5,053+21.9% | $4,296+43.4% |
| Admin fee / account holder | $3,857 | $8,049-52.1% | $9,451-59.2% | $6,918-44.2% |