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 | $85,611 | $99,341-13.8% | $84,750+1.0% | $273,961-68.8% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 13.03% | 22.93%-9.9pp | 22.78%-9.8pp | 41.45%-28.4pp |
| Employer contribution / active EE | $744 | $4,214-82.3% | $3,574-79.2% | $4,869-84.7% |
| Participant deferral / active EE | $2,370 | $4,269-44.5% | $3,712-36.1% | $5,287-55.2% |
| Admin fee / account holder | $2,922 | $6,644-56.0% | $5,332-45.2% | $10,132-71.2% |