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 | $97,492 | $65,365+49.1% | $92,893+5.0% | $72,985+33.6% |
| Participation rate | 83.0% | 68.3%+14.7pp | 76.0%+7.0pp | 69.5%+13.5pp |
| Annual return | 18.30% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,680 | $2,594-35.2% | $3,653-54.0% | $2,440-31.2% |
| Participant deferral / active EE | $3,001 | $3,128-4.1% | $4,236-29.2% | $3,607-16.8% |
| Admin fee / account holder | $4,444 | $4,251+4.5% | $5,794-23.3% | $5,124-13.3% |