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 | $94,177 | $88,707+6.2% | $74,183+27.0% | $273,961-65.6% |
| Participation rate | 87.0% | 79.4%+7.5pp | 76.6%+10.3pp | 83.0%+3.9pp |
| Annual return | 8.32% | 11.94%-3.6pp | 17.74%-9.4pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,191 | $3,159-62.3% | $2,370-49.8% | $4,869-75.5% |
| Participant deferral / active EE | $2,954 | $4,212-29.9% | $3,550-16.8% | $5,287-44.1% |
| Admin fee / account holder | $426 | $8,717-95.1% | $5,586-92.4% | $10,132-95.8% |