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 | $38,880 | $76,552-49.2% | $123,892-68.6% | $62,891-38.2% |
| Participation rate | 75.5% | 73.0%+2.5pp | 81.4%-5.9pp | 69.3%+6.2pp |
| Annual return | 6.87% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $887 | $2,883-69.2% | $4,617-80.8% | $2,281-61.1% |
| Participant deferral / active EE | $2,784 | $4,840-42.5% | $5,984-53.5% | $3,203-13.1% |
| Admin fee / account holder | $3,735 | $4,826-22.6% | $8,357-55.3% | $4,296-13.0% |