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 | $87,398 | $72,492+20.6% | $87,100+0.3% | $72,985+19.7% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 18.81% | 24.46%-5.6pp | 28.19%-9.4pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,332 | $1,894-29.7% | $2,521-47.2% | $2,440-45.4% |
| Participant deferral / active EE | $3,161 | $3,270-3.3% | $4,049-21.9% | $3,607-12.4% |
| Admin fee / account holder | $1,124 | $5,055-77.8% | $7,497-85.0% | $5,124-78.1% |