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 | $97,833 | $58,851+66.2% | $115,157-15.0% | $72,985+34.0% |
| Participation rate | 87.9% | 65.5%+22.3pp | 75.9%+12.0pp | 69.5%+18.4pp |
| Annual return | 19.78% | 23.16%-3.4pp | 35.60%-15.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,267 | $2,643+61.5% | $4,168+2.4% | $3,607+18.3% |
| Admin fee / account holder | $5,046 | $6,370-20.8% | $7,088-28.8% | $5,124-1.5% |