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 | $80,221 | $58,828+36.4% | $77,999+2.8% | $62,891+27.6% |
| Participation rate | 75.7% | 71.1%+4.6pp | 75.5%+0.2pp | 69.3%+6.4pp |
| Annual return | 6.14% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,598 | $1,672-4.4% | $2,470-35.3% | $2,281-29.9% |
| Participant deferral / active EE | $3,579 | $2,686+33.3% | $3,497+2.4% | $3,203+11.8% |
| Admin fee / account holder | $526 | $4,393-88.0% | $5,480-90.4% | $4,296-87.8% |