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 | $82,197 | $81,248+1.2% | $155,509-47.1% | $80,856+1.7% |
| Participation rate | 76.5% | 66.2%+10.2pp | 78.2%-1.7pp | 67.6%+8.8pp |
| Annual return | 13.59% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,129 | $3,100-63.6% | $4,672-75.8% | $2,755-59.0% |
| Participant deferral / active EE | $4,124 | $3,452+19.5% | $5,626-26.7% | $4,296-4.0% |
| Admin fee / account holder | $1,845 | $7,997-76.9% | $15,912-88.4% | $6,918-73.3% |