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 | $63,170 | $61,660+2.4% | $80,019-21.1% | $64,186-1.6% |
| Participation rate | 91.8% | 71.7%+20.1pp | 75.8%+16.0pp | 69.6%+22.2pp |
| Annual return | 13.66% | -0.33%+14.0pp | 11.22%+2.4pp | 7.63%+6.0pp |
| Employer contribution / active EE | $1,307 | $1,810-27.8% | $2,468-47.0% | $2,381-45.1% |
| Participant deferral / active EE | $4,332 | $2,968+46.0% | $3,686+17.5% | $3,470+24.9% |
| Admin fee / account holder | $381 | $5,417-93.0% | $6,521-94.2% | $4,888-92.2% |