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 | $59,183 | $58,851+0.6% | $115,157-48.6% | $72,985-18.9% |
| Participation rate | 83.8% | 65.5%+18.2pp | 75.9%+7.9pp | 69.5%+14.3pp |
| Annual return | 19.36% | 23.16%-3.8pp | 35.60%-16.2pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,683 | $1,798-6.4% | $3,179-47.0% | $2,440-31.0% |
| Participant deferral / active EE | $3,368 | $2,643+27.4% | $4,168-19.2% | $3,607-6.6% |
| Admin fee / account holder | $7,526 | $6,370+18.2% | $7,088+6.2% | $5,124+46.9% |