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 | $108,293 | $95,803+13.0% | $113,168-4.3% | $84,808+27.7% |
| Participation rate | 70.4% | 72.9%-2.5pp | 76.6%-6.2pp | 68.3%+2.1pp |
| Annual return | 12.74% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $696 | $2,360-70.5% | $2,975-76.6% | $2,631-73.6% |
| Participant deferral / active EE | $2,474 | $4,242-41.7% | $5,107-51.5% | $4,212-41.2% |
| Admin fee / account holder | $5,444 | $8,989-39.4% | $12,068-54.9% | $7,344-25.9% |