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 3-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 | $89,521 | $86,929+3.0% | $102,423-12.6% | $80,856+10.7% |
| Participation rate | 87.9% | 72.4%+15.5pp | 76.5%+11.4pp | 67.6%+20.2pp |
| Annual return | 11.39% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,290 | $2,369-3.4% | $3,023-24.3% | $2,755-16.9% |
| Participant deferral / active EE | $3,080 | $4,118-25.2% | $5,053-39.0% | $4,296-28.3% |
| Admin fee / account holder | $1,229 | $8,049-84.7% | $9,451-87.0% | $6,918-82.2% |