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 | $83,353 | $82,882+0.6% | $127,761-34.8% | $72,985+14.2% |
| Participation rate | 89.2% | 71.5%+17.7pp | 79.0%+10.2pp | 69.5%+19.7pp |
| Annual return | 19.10% | 32.20%-13.1pp | 26.14%-7.0pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,697 | $3,346-49.3% | $4,574-62.9% | $2,440-30.5% |
| Participant deferral / active EE | $4,096 | $4,791-14.5% | $6,021-32.0% | $3,607+13.5% |
| Admin fee / account holder | $3,975 | $6,487-38.7% | $9,395-57.7% | $5,124-22.4% |