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 | $83,124 | $77,503+7.3% | $100,391-17.2% | $80,856+2.8% |
| Participation rate | 98.3% | 76.9%+21.3pp | 81.5%+16.8pp | 67.6%+30.6pp |
| Annual return | 17.24% | 37.20%-20.0pp | 49.20%-32.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,961 | $2,801-30.0% | $3,942-50.2% | $2,755-28.8% |
| Participant deferral / active EE | $9,122 | $6,820+33.7% | $8,082+12.9% | $4,296+112.3% |
| Admin fee / account holder | $1,696 | $5,897-71.2% | $7,899-78.5% | $6,918-75.5% |