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 | $102,387 | $80,673+26.9% | $101,326+1.0% | $84,808+20.7% |
| Participation rate | 76.3% | 77.8%-1.5pp | 81.5%-5.2pp | 68.3%+8.0pp |
| Annual return | 19.29% | 38.95%-19.7pp | 36.82%-17.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $297 | $2,698-89.0% | $3,665-91.9% | $2,631-88.7% |
| Participant deferral / active EE | $3,008 | $6,840-56.0% | $7,994-62.4% | $4,212-28.6% |
| Admin fee / account holder | $762 | $12,784-94.0% | $11,185-93.2% | $7,344-89.6% |