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 | $86,322 | $50,958+69.4% | $74,550+15.8% | $64,186+34.5% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | 9.92% | -1.86%+11.8pp | 32.53%-22.6pp | 7.63%+2.3pp |
| Employer contribution / active EE | $529 | $1,115-52.5% | $1,961-73.0% | $2,381-77.8% |
| Participant deferral / active EE | $3,063 | $2,301+33.1% | $3,108-1.4% | $3,470-11.7% |
| Admin fee / account holder | $1,320 | $4,223-68.7% | $5,060-73.9% | $4,888-73.0% |