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 | $86,628 | $74,927+15.6% | $101,794-14.9% | $84,808+2.1% |
| Participation rate | 73.5% | 61.4%+12.1pp | 69.2%+4.3pp | 68.3%+5.2pp |
| Annual return | 14.57% | 18.70%-4.1pp | 30.53%-16.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $416 | $1,522-72.7% | $2,289-81.8% | $2,631-84.2% |
| Participant deferral / active EE | $2,066 | $3,099-33.3% | $4,084-49.4% | $4,212-50.9% |
| Admin fee / account holder | $2,663 | $6,514-59.1% | $8,777-69.7% | $7,344-63.7% |