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 | $99,591 | $99,341+0.3% | $84,750+17.5% | $273,961-63.6% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.29% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,928 | $4,214-54.2% | $3,574-46.0% | $4,869-60.4% |
| Participant deferral / active EE | $4,769 | $4,269+11.7% | $3,712+28.5% | $5,287-9.8% |
| Admin fee / account holder | $1,023 | $6,644-84.6% | $5,332-80.8% | $10,132-89.9% |