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 | $65,913 | $273,761-75.9% | $107,525-38.7% | - |
| Participation rate | 75.8% | 58.9%+16.9pp | 75.1%+0.7pp | - |
| Annual return | 14.00% | 16.25%-2.2pp | 181.32%-167.3pp | - |
| Employer contribution / active EE | $1,155 | $2,099-45.0% | $3,754-69.2% | - |
| Participant deferral / active EE | $6,121 | $3,884+57.6% | $5,116+19.7% | - |
| Admin fee / account holder | $2,842 | $22,208-87.2% | $8,919-68.1% | - |