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 | $54,664 | $63,764-14.3% | $81,930-33.3% | $79,858-31.5% |
| Participation rate | 91.5% | 67.5%+24.0pp | 72.0%+19.5pp | 69.6%+21.9pp |
| Annual return | 16.69% | 22.66%-6.0pp | 29.49%-12.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $556 | $1,795-69.0% | $4,310-87.1% | $2,471-77.5% |
| Participant deferral / active EE | $4,384 | $2,780+57.7% | $7,107-38.3% | $3,740+17.2% |
| Admin fee / account holder | $1,713 | $4,426-61.3% | $5,158-66.8% | $5,306-67.7% |