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 | $87,934 | $86,929+1.2% | $102,423-14.1% | $80,856+8.8% |
| Participation rate | 93.9% | 72.4%+21.5pp | 76.5%+17.4pp | 67.6%+26.2pp |
| Annual return | 14.92% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,197 | $2,369+34.9% | $3,023+5.8% | $2,755+16.1% |
| Participant deferral / active EE | $3,314 | $4,118-19.5% | $5,053-34.4% | $4,296-22.9% |
| Admin fee / account holder | $1,629 | $8,049-79.8% | $9,451-82.8% | $6,918-76.5% |