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 | $80,901 | $73,787+9.6% | $98,716-18.0% | $82,448-1.9% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.3%+19.2pp | 68.1%+20.4pp |
| Annual return | 14.86% | 18.57%-3.7pp | 31.81%-16.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $626 | $1,511-58.6% | $2,279-72.5% | $2,551-75.5% |
| Participant deferral / active EE | $3,804 | $3,081+23.5% | $4,048-6.0% | $4,139-8.1% |
| Admin fee / account holder | $7,051 | $6,500+8.5% | $8,703-19.0% | $7,234-2.5% |