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 | $116,733 | $153,311-23.9% | $109,313+6.8% | $273,961-57.4% |
| Participation rate | 87.5% | 80.1%+7.4pp | 71.3%+16.2pp | 83.0%+4.5pp |
| Annual return | 8.13% | 29.86%-21.7pp | 22.07%-13.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $713 | $5,619-87.3% | $3,892-81.7% | $4,869-85.4% |
| Participant deferral / active EE | $5,934 | $3,932+50.9% | $3,166+87.4% | $5,287+12.2% |
| Admin fee / account holder | $2,693 | $8,076-66.6% | $5,666-52.5% | $10,132-73.4% |