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 | $88,238 | $67,606+30.5% | $82,313+7.2% | $70,131+25.8% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.9%-3.1pp | 69.5%+4.2pp |
| Annual return | 18.65% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,266 | $1,755-27.8% | $2,428-47.9% | $2,342-45.9% |
| Participant deferral / active EE | $3,578 | $2,987+19.8% | $3,706-3.5% | $3,332+7.4% |
| Admin fee / account holder | $16,336 | $4,512+262.0% | $5,608+191.3% | $4,645+251.7% |