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 | $81,286 | $76,552+6.2% | $123,892-34.4% | $62,891+29.2% |
| Participation rate | 76.3% | 73.0%+3.3pp | 81.4%-5.1pp | 69.3%+7.0pp |
| Annual return | 8.75% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $734 | $2,883-74.5% | $4,617-84.1% | $2,281-67.8% |
| Participant deferral / active EE | $3,865 | $4,840-20.1% | $5,984-35.4% | $3,203+20.7% |
| Admin fee / account holder | $9,992 | $4,826+107.1% | $8,357+19.6% | $4,296+132.6% |