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 | $100,928 | $78,926+27.9% | $136,749-26.2% | $84,808+19.0% |
| Participation rate | 89.3% | 62.2%+27.1pp | 72.1%+17.1pp | 68.3%+21.0pp |
| Annual return | 13.57% | 18.17%-4.6pp | 24.33%-10.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $926 | $2,134-56.6% | $3,400-72.8% | $2,631-64.8% |
| Participant deferral / active EE | $4,556 | $3,168+43.8% | $4,692-2.9% | $4,212+8.2% |
| Admin fee / account holder | $3,722 | $6,369-41.6% | $11,386-67.3% | $7,344-49.3% |