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 | $86,245 | $78,422+10.0% | $95,952-10.1% | $79,858+8.0% |
| Participation rate | 82.9% | 73.5%+9.4pp | 77.1%+5.8pp | 69.6%+13.2pp |
| Annual return | 14.34% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,449 | $1,945-25.5% | $2,541-43.0% | $2,471-41.3% |
| Participant deferral / active EE | $4,144 | $3,440+20.5% | $4,167-0.5% | $3,740+10.8% |
| Admin fee / account holder | $1,286 | $5,622-77.1% | $6,795-81.1% | $5,306-75.8% |