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 9-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 | $97,886 | $72,492+35.0% | $87,100+12.4% | $72,985+34.1% |
| Participation rate | 85.3% | 72.8%+12.5pp | 76.9%+8.4pp | 69.5%+15.8pp |
| Annual return | 21.16% | 24.46%-3.3pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $792 | $1,894-58.2% | $2,521-68.6% | $2,440-67.5% |
| Participant deferral / active EE | $3,749 | $3,270+14.6% | $4,049-7.4% | $3,607+3.9% |
| Admin fee / account holder | $25,719 | $5,055+408.8% | $7,497+243.1% | $5,124+401.9% |