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 | $38,085 | $39,122-2.6% | $57,179-33.4% | $62,891-39.4% |
| Participation rate | 98.2% | 70.5%+27.7pp | 75.3%+22.9pp | 69.3%+28.9pp |
| Annual return | 6.26% | 9.23%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $681 | $1,874-63.6% | $2,682-74.6% | $2,281-70.1% |
| Participant deferral / active EE | $1,399 | $2,374-41.1% | $3,096-54.8% | $3,203-56.3% |
| Admin fee / account holder | $4,450 | $2,592+71.7% | $3,139+41.8% | $4,296+3.6% |