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 | $90,443 | $72,492+24.8% | $87,100+3.8% | $72,985+23.9% |
| Participation rate | 78.1% | 72.8%+5.3pp | 76.9%+1.3pp | 69.5%+8.6pp |
| Annual return | 22.47% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $512 | $1,894-73.0% | $2,521-79.7% | $2,440-79.0% |
| Participant deferral / active EE | $4,965 | $3,270+51.9% | $4,049+22.6% | $3,607+37.6% |
| Admin fee / account holder | $1,971 | $5,055-61.0% | $7,497-73.7% | $5,124-61.5% |