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 | $75,420 | $72,492+4.0% | $87,100-13.4% | $72,985+3.3% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 18.62% | 24.46%-5.8pp | 28.19%-9.6pp | 81.00%-62.4pp |
| Employer contribution / active EE | $792 | $1,894-58.2% | $2,521-68.6% | $2,440-67.5% |
| Participant deferral / active EE | $4,853 | $3,270+48.4% | $4,049+19.9% | $3,607+34.5% |
| Admin fee / account holder | $8,190 | $5,055+62.0% | $7,497+9.2% | $5,124+59.8% |