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 | $33,389 | $72,492-53.9% | $87,100-61.7% | $72,985-54.3% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.9%-5.0pp | 69.5%+2.4pp |
| Annual return | 22.13% | 24.46%-2.3pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $557 | $1,894-70.6% | $2,521-77.9% | $2,440-77.2% |
| Participant deferral / active EE | $3,062 | $3,270-6.3% | $4,049-24.4% | $3,607-15.1% |
| Admin fee / account holder | $2,359 | $5,055-53.3% | $7,497-68.5% | $5,124-54.0% |