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 | $128,563 | $136,307-5.7% | $106,619+20.6% | $273,961-53.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 78.0%+10.9pp | 83.0%+5.9pp |
| Annual return | 3.94% | 11.05%-7.1pp | 9.42%-5.5pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,989 | $5,190-61.7% | $3,947-49.6% | $4,869-59.1% |
| Participant deferral / active EE | $8,844 | $4,969+78.0% | $3,930+125.0% | $5,287+67.3% |
| Admin fee / account holder | $1,461 | $8,625-83.1% | $6,418-77.2% | $10,132-85.6% |