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 | $85,990 | $86,922-1.1% | $102,438-16.1% | $80,874+6.3% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 14.17% | 18.90%-4.7pp | 29.37%-15.2pp | 35.62%-21.5pp |
| Employer contribution / active EE | $896 | $2,369-62.2% | $3,024-70.4% | $2,756-67.5% |
| Participant deferral / active EE | $4,440 | $4,119+7.8% | $5,054-12.1% | $4,297+3.3% |
| Admin fee / account holder | $6,795 | $8,050-15.6% | $9,448-28.1% | $6,935-2.0% |