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 | $128,961 | $99,985+29.0% | $146,665-12.1% | $85,850+50.2% |
| Participation rate | 83.3% | 73.1%+10.3pp | 80.1%+3.3pp | 69.3%+14.0pp |
| Annual return | 17.52% | 18.93%-1.4pp | 22.74%-5.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $958 | $2,559-62.6% | $4,136-76.8% | $2,565-62.7% |
| Participant deferral / active EE | $4,524 | $4,006+13.0% | $5,506-17.8% | $3,952+14.5% |
| Admin fee / account holder | $1,401 | $7,702-81.8% | $10,280-86.4% | $6,260-77.6% |