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 | $91,679 | $86,929+5.5% | $102,423-10.5% | $80,856+13.4% |
| Participation rate | 81.6% | 72.4%+9.3pp | 76.5%+5.1pp | 67.6%+14.0pp |
| Annual return | 17.40% | 18.88%-1.5pp | 29.32%-11.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,096 | $2,369-53.8% | $3,023-63.8% | $2,755-60.2% |
| Participant deferral / active EE | $4,537 | $4,118+10.2% | $5,053-10.2% | $4,296+5.6% |
| Admin fee / account holder | $838 | $8,049-89.6% | $9,451-91.1% | $6,918-87.9% |