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 | $78,753 | $60,349+30.5% | $74,183+6.2% | $62,891+25.2% |
| Participation rate | 92.0% | 72.7%+19.3pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 9.89% | 21.37%-11.5pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $990 | $1,680-41.1% | $2,370-58.2% | $2,281-56.6% |
| Participant deferral / active EE | $3,899 | $2,856+36.5% | $3,550+9.8% | $3,203+21.7% |
| Admin fee / account holder | $2,101 | $4,261-50.7% | $5,586-62.4% | $4,296-51.1% |