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 6-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 | $99,601 | $87,733+13.5% | $106,548-6.5% | $85,850+16.0% |
| Participation rate | 77.1% | 71.9%+5.2pp | 76.1%+1.0pp | 69.3%+7.8pp |
| Annual return | 11.86% | 21.86%-10.0pp | 26.80%-14.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $952 | $2,073-54.1% | $2,819-66.2% | $2,565-62.9% |
| Participant deferral / active EE | $4,112 | $3,469+18.5% | $4,398-6.5% | $3,952+4.1% |
| Admin fee / account holder | $797 | $6,767-88.2% | $7,407-89.2% | $6,260-87.3% |