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 | $89,559 | $63,355+41.4% | $91,989-2.6% | $72,985+22.7% |
| Participation rate | 86.2% | 72.5%+13.7pp | 78.6%+7.6pp | 69.5%+16.7pp |
| Annual return | 20.99% | 35.35%-14.4pp | 69.02%-48.0pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,794 | $2,116-15.2% | $3,452-48.0% | $2,440-26.5% |
| Participant deferral / active EE | $3,853 | $4,883-21.1% | $5,923-35.0% | $3,607+6.8% |
| Admin fee / account holder | $4,307 | $4,668-7.7% | $7,743-44.4% | $5,124-15.9% |