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 | $116,668 | $109,413+6.6% | $156,263-25.3% | $84,808+37.6% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.2pp |
| Annual return | 13.52% | 20.18%-6.7pp | 59.47%-45.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,853 | $2,907-1.8% | $4,333-34.1% | $2,631+8.5% |
| Participant deferral / active EE | $4,446 | $4,590-3.1% | $6,158-27.8% | $4,212+5.6% |
| Admin fee / account holder | $5,590 | $9,357-40.3% | $14,255-60.8% | $7,344-23.9% |