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 | $87,906 | $67,606+30.0% | $82,313+6.8% | $70,131+25.3% |
| Participation rate | 74.4% | 72.8%+1.6pp | 76.9%-2.5pp | 69.5%+4.8pp |
| Annual return | 15.63% | 21.57%-5.9pp | 25.88%-10.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $875 | $1,755-50.2% | $2,428-64.0% | $2,342-62.7% |
| Participant deferral / active EE | $1,355 | $2,987-54.6% | $3,706-63.4% | $3,332-59.3% |
| Admin fee / account holder | $1,868 | $4,512-58.6% | $5,608-66.7% | $4,645-59.8% |