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 | $47,942 | $67,411-28.9% | $91,001-47.3% | $70,131-31.6% |
| Participation rate | 83.0% | 71.4%+11.6pp | 75.6%+7.4pp | 69.5%+13.4pp |
| Annual return | 21.51% | -40.16%+61.7pp | 4.60%+16.9pp | 73.14%-51.6pp |
| Employer contribution / active EE | $486 | $1,786-72.8% | $2,456-80.2% | $2,342-79.2% |
| Participant deferral / active EE | $2,947 | $2,823+4.4% | $3,547-16.9% | $3,332-11.5% |
| Admin fee / account holder | $1,478 | $4,236-65.1% | $5,417-72.7% | $4,645-68.2% |