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 | $86,924 | $69,977+24.2% | $108,579-19.9% | $62,891+38.2% |
| Participation rate | 75.5% | 72.9%+2.6pp | 79.6%-4.1pp | 69.3%+6.2pp |
| Annual return | 10.51% | 10.73%-0.2pp | -51.70%+62.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,390 | $2,135-34.9% | $3,758-63.0% | $2,281-39.1% |
| Participant deferral / active EE | $7,229 | $3,165+128.4% | $4,311+67.7% | $3,203+125.7% |
| Admin fee / account holder | $551 | $5,076-89.1% | $7,645-92.8% | $4,296-87.2% |