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 | $81,875 | $58,828+39.2% | $77,999+5.0% | $62,891+30.2% |
| Participation rate | 75.9% | 71.1%+4.9pp | 75.5%+0.4pp | 69.3%+6.6pp |
| Annual return | 7.13% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,612 | $1,672-3.6% | $2,470-34.8% | $2,281-29.3% |
| Participant deferral / active EE | $3,933 | $2,686+46.4% | $3,497+12.5% | $3,203+22.8% |
| Admin fee / account holder | $1,500 | $4,393-65.9% | $5,480-72.6% | $4,296-65.1% |