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 | $103,368 | $105,630-2.1% | $87,507+18.1% | $273,961-62.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 73.8%-2.4pp | 83.0%-11.6pp |
| Annual return | 10.09% | 12.25%-2.2pp | 12.21%-2.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,146 | $3,141-31.7% | $2,550-15.8% | $4,869-55.9% |
| Participant deferral / active EE | $4,211 | $3,601+17.0% | $3,149+33.7% | $5,287-20.3% |
| Admin fee / account holder | $4,068 | $4,781-14.9% | $4,221-3.6% | $10,132-59.9% |