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 | $86,229 | $60,349+42.9% | $74,183+16.2% | $62,891+37.1% |
| Participation rate | 79.1% | 72.7%+6.3pp | 76.6%+2.5pp | 69.3%+9.8pp |
| Annual return | 8.59% | 21.37%-12.8pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $879 | $1,680-47.7% | $2,370-62.9% | $2,281-61.5% |
| Participant deferral / active EE | $3,102 | $2,856+8.6% | $3,550-12.6% | $3,203-3.2% |
| Admin fee / account holder | $13,136 | $4,261+208.3% | $5,586+135.2% | $4,296+205.8% |