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 8-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 | $62,648 | $61,660+1.6% | $80,019-21.7% | $64,186-2.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.57% | -0.33%+12.9pp | 11.22%+1.4pp | 7.63%+4.9pp |
| Employer contribution / active EE | $962 | $1,810-46.8% | $2,468-61.0% | $2,381-59.6% |
| Participant deferral / active EE | $3,101 | $2,968+4.5% | $3,686-15.9% | $3,470-10.6% |
| Admin fee / account holder | $5,435 | $5,417+0.3% | $6,521-16.6% | $4,888+11.2% |