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 | $56,542 | $67,606-16.4% | $82,313-31.3% | $70,131-19.4% |
| Participation rate | 74.1% | 72.8%+1.3pp | 76.9%-2.8pp | 69.5%+4.5pp |
| Annual return | 16.55% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $530 | $1,755-69.8% | $2,428-78.2% | $2,342-77.4% |
| Participant deferral / active EE | $4,139 | $2,987+38.6% | $3,706+11.7% | $3,332+24.2% |
| Admin fee / account holder | $1,423 | $4,512-68.5% | $5,608-74.6% | $4,645-69.4% |