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 | $85,988 | $79,557+8.1% | $118,746-27.6% | $70,131+22.6% |
| Participation rate | 73.5% | 71.4%+2.2pp | 78.3%-4.7pp | 69.5%+4.0pp |
| Annual return | 16.10% | 25.64%-9.5pp | 24.54%-8.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,555 | $2,861-45.7% | $4,193-62.9% | $2,342-33.6% |
| Participant deferral / active EE | $4,610 | $4,089+12.7% | $5,332-13.5% | $3,332+38.4% |
| Admin fee / account holder | $5,169 | $5,374-3.8% | $10,720-51.8% | $4,645+11.3% |