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 | $86,422 | $90,503-4.5% | $78,689+9.8% | $273,961-68.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 2.26% | 75.60%-73.3pp | 62.18%-59.9pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,543 | $3,176-51.4% | $2,851-45.9% | $4,869-68.3% |
| Participant deferral / active EE | $2,787 | $3,901-28.6% | $3,517-20.8% | $5,287-47.3% |
| Admin fee / account holder | $2,482 | $5,263-52.8% | $4,510-45.0% | $10,132-75.5% |