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 | $98,555 | $92,985+6.0% | $153,485-35.8% | $80,856+21.9% |
| Participation rate | 97.8% | 69.0%+28.8pp | 77.1%+20.7pp | 67.6%+30.1pp |
| Annual return | 14.95% | 19.95%-5.0pp | 15.65%-0.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,591 | $3,507-26.1% | $5,039-48.6% | $2,755-5.9% |
| Participant deferral / active EE | $5,591 | $5,178+8.0% | $6,757-17.3% | $4,296+30.1% |
| Admin fee / account holder | $5,068 | $8,880-42.9% | $12,724-60.2% | $6,918-26.7% |