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 | $106,330 | $88,707+19.9% | $74,183+43.3% | $273,961-61.2% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 4.00% | 11.94%-7.9pp | 17.74%-13.7pp | 41.45%-37.5pp |
| Employer contribution / active EE | $897 | $3,159-71.6% | $2,370-62.2% | $4,869-81.6% |
| Participant deferral / active EE | $2,955 | $4,212-29.8% | $3,550-16.8% | $5,287-44.1% |
| Admin fee / account holder | $7,915 | $8,717-9.2% | $5,586+41.7% | $10,132-21.9% |