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 | $62,653 | $39,122+60.1% | $57,179+9.6% | $62,891-0.4% |
| Participation rate | 80.0% | 70.5%+9.5pp | 75.3%+4.7pp | 69.3%+10.7pp |
| Annual return | 7.89% | 9.23%-1.3pp | 14.59%-6.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,204 | $1,874-35.8% | $2,682-55.1% | $2,281-47.2% |
| Participant deferral / active EE | $2,535 | $2,374+6.8% | $3,096-18.1% | $3,203-20.9% |
| Admin fee / account holder | $2,577 | $2,592-0.6% | $3,139-17.9% | $4,296-40.0% |