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 | $87,804 | $59,101+48.6% | $77,163+13.8% | $75,163+16.8% |
| Participation rate | 89.7% | 63.9%+25.9pp | 69.6%+20.2pp | 67.2%+22.6pp |
| Annual return | 15.85% | 26.71%-10.9pp | 37.87%-22.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,564 | $1,995-21.6% | $2,535-38.3% | $2,670-41.4% |
| Participant deferral / active EE | $3,801 | $2,999+26.7% | $3,833-0.8% | $4,125-7.9% |
| Admin fee / account holder | $1,257 | $4,774-73.7% | $5,472-77.0% | $5,651-77.8% |