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 | $57,243 | $60,349-5.1% | $74,183-22.8% | $62,891-9.0% |
| Participation rate | 87.2% | 72.7%+14.5pp | 76.6%+10.6pp | 69.3%+17.9pp |
| Annual return | 7.42% | 21.37%-14.0pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,293 | $1,680-23.0% | $2,370-45.4% | $2,281-43.3% |
| Participant deferral / active EE | $5,431 | $2,856+90.2% | $3,550+53.0% | $3,203+69.6% |
| Admin fee / account holder | $4,019 | $4,261-5.7% | $5,586-28.0% | $4,296-6.4% |