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 | $129,179 | $72,177+79.0% | $115,037+12.3% | $59,632+116.6% |
| Participation rate | 89.7% | 72.6%+17.2pp | 81.4%+8.4pp | 68.7%+21.1pp |
| Annual return | -0.35% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,918 | $2,841+2.7% | $4,608-36.7% | $2,203+32.5% |
| Participant deferral / active EE | $7,709 | $4,783+61.2% | $6,026+27.9% | $3,192+141.6% |
| Admin fee / account holder | $2,182 | $4,927-55.7% | $8,175-73.3% | $4,297-49.2% |