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 | $78,919 | $99,341-20.6% | $84,750-6.9% | $273,961-71.2% |
| Participation rate | 94.1% | 80.7%+13.4pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 6.57% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $872 | $4,214-79.3% | $3,574-75.6% | $4,869-82.1% |
| Participant deferral / active EE | $2,328 | $4,269-45.5% | $3,712-37.3% | $5,287-56.0% |
| Admin fee / account holder | $5,686 | $6,644-14.4% | $5,332+6.6% | $10,132-43.9% |