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 3-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 | $74,929 | $74,9270% | $101,794-26.4% | $84,808-11.6% |
| Participation rate | 70.4% | 61.4%+9.0pp | 69.2%+1.2pp | 68.3%+2.1pp |
| Annual return | 17.84% | 18.70%-0.9pp | 30.53%-12.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,123 | $1,522+39.5% | $2,289-7.3% | $2,631-19.3% |
| Participant deferral / active EE | $5,015 | $3,099+61.8% | $4,084+22.8% | $4,212+19.1% |
| Admin fee / account holder | $5,523 | $6,514-15.2% | $8,777-37.1% | $7,344-24.8% |