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 | $86,164 | $78,926+9.2% | $136,749-37.0% | $84,808+1.6% |
| Participation rate | 80.0% | 62.2%+17.8pp | 72.1%+7.9pp | 68.3%+11.7pp |
| Annual return | 13.53% | 18.17%-4.6pp | 24.33%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,894 | $2,134+35.6% | $3,400-14.9% | $2,631+10.0% |
| Participant deferral / active EE | $5,661 | $3,168+78.7% | $4,692+20.7% | $4,212+34.4% |
| Admin fee / account holder | $10,738 | $6,369+68.6% | $11,386-5.7% | $7,344+46.2% |