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 | $97,053 | $76,367+27.1% | $93,606+3.7% | $72,985+33.0% |
| Participation rate | 79.4% | 71.7%+7.7pp | 75.8%+3.6pp | 69.5%+9.9pp |
| Annual return | 21.75% | 25.82%-4.1pp | 32.76%-11.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,937 | $3,538-17.0% | $4,069-27.8% | $3,607-18.6% |
| Admin fee / account holder | $3,885 | $6,838-43.2% | $7,888-50.8% | $5,124-24.2% |