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 | $90,536 | $72,492+24.9% | $87,100+3.9% | $72,985+24.0% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 20.50% | 24.46%-4.0pp | 28.19%-7.7pp | 81.00%-60.5pp |
| Employer contribution / active EE | $651 | $1,894-65.6% | $2,521-74.2% | $2,440-73.3% |
| Participant deferral / active EE | $6,240 | $3,270+90.8% | $4,049+54.1% | $3,607+73.0% |
| Admin fee / account holder | $1,762 | $5,055-65.2% | $7,497-76.5% | $5,124-65.6% |