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 | $82,781 | $62,586+32.3% | $76,768+7.8% | $64,186+29.0% |
| Participation rate | 78.7% | 72.8%+5.9pp | 77.0%+1.8pp | 69.6%+9.2pp |
| Annual return | 12.95% | -1.95%+14.9pp | 2.43%+10.5pp | 7.63%+5.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,855 | $3,145+22.6% | $3,852+0.1% | $3,470+11.1% |
| Admin fee / account holder | $2,350 | $4,667-49.7% | $6,675-64.8% | $4,888-51.9% |