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 | $86,096 | $82,882+3.9% | $127,761-32.6% | $72,985+18.0% |
| Participation rate | 77.0% | 71.5%+5.5pp | 79.0%-1.9pp | 69.5%+7.6pp |
| Annual return | 19.47% | 32.20%-12.7pp | 26.14%-6.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,177 | $3,346-64.8% | $4,574-74.3% | $2,440-51.8% |
| Participant deferral / active EE | $4,328 | $4,791-9.7% | $6,021-28.1% | $3,607+20.0% |
| Admin fee / account holder | $10,810 | $6,487+66.6% | $9,395+15.1% | $5,124+111.0% |