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 | $83,996 | $86,929-3.4% | $102,423-18.0% | $80,856+3.9% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.6%+8.0pp |
| Annual return | 14.05% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $853 | $2,369-64.0% | $3,023-71.8% | $2,755-69.0% |
| Participant deferral / active EE | $5,003 | $4,118+21.5% | $5,053-1.0% | $4,296+16.5% |
| Admin fee / account holder | $8,717 | $8,049+8.3% | $9,451-7.8% | $6,918+26.0% |