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 | $86,408 | $76,367+13.1% | $93,606-7.7% | $72,985+18.4% |
| Participation rate | 71.8% | 71.7%0pp | 75.8%-4.0pp | 69.5%+2.3pp |
| Annual return | 20.81% | 25.82%-5.0pp | 32.76%-11.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $825 | $2,275-63.7% | $2,718-69.6% | $2,440-66.2% |
| Participant deferral / active EE | $2,488 | $3,538-29.7% | $4,069-38.8% | $3,607-31.0% |
| Admin fee / account holder | $6,266 | $6,838-8.4% | $7,888-20.6% | $5,124+22.3% |