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 | $81,966 | $64,348+27.4% | $90,160-9.1% | $70,131+16.9% |
| Participation rate | 73.1% | 70.4%+2.7pp | 76.9%-3.7pp | 69.5%+3.6pp |
| Annual return | 16.02% | 28.13%-12.1pp | 34.88%-18.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $597 | $2,046-70.8% | $3,318-82.0% | $2,342-74.5% |
| Participant deferral / active EE | $6,864 | $4,389+56.4% | $5,288+29.8% | $3,332+106.0% |
| Admin fee / account holder | $4,376 | $3,944+11.0% | $5,943-26.4% | $4,645-5.8% |