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 | $102,910 | $67,606+52.2% | $82,313+25.0% | $70,131+46.7% |
| Participation rate | 79.1% | 72.8%+6.3pp | 76.9%+2.2pp | 69.5%+9.5pp |
| Annual return | 14.70% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $530 | $1,755-69.8% | $2,428-78.2% | $2,342-77.4% |
| Participant deferral / active EE | $4,046 | $2,987+35.5% | $3,706+9.2% | $3,332+21.5% |
| Admin fee / account holder | $46,140 | $4,512+922.6% | $5,608+722.8% | $4,645+893.3% |