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 | $69,063 | $94,625-27.0% | $116,228-40.6% | $84,808-18.6% |
| Participation rate | 88.5% | 70.4%+18.0pp | 74.6%+13.9pp | 68.3%+20.2pp |
| Annual return | 13.98% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $944 | $2,347-59.8% | $2,994-68.5% | $2,631-64.1% |
| Participant deferral / active EE | $4,719 | $3,972+18.8% | $4,953-4.7% | $4,212+12.0% |
| Admin fee / account holder | $7,864 | $10,091-22.1% | $11,989-34.4% | $7,344+7.1% |