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 | $51,717 | $61,660-16.1% | $80,019-35.4% | $64,186-19.4% |
| Participation rate | 86.0% | 71.7%+14.3pp | 75.8%+10.1pp | 69.6%+16.4pp |
| Annual return | 5.40% | -0.33%+5.7pp | 11.22%-5.8pp | 7.63%-2.2pp |
| Employer contribution / active EE | $539 | $1,810-70.2% | $2,468-78.2% | $2,381-77.4% |
| Participant deferral / active EE | $2,087 | $2,968-29.7% | $3,686-43.4% | $3,470-39.8% |
| Admin fee / account holder | $630 | $5,417-88.4% | $6,521-90.3% | $4,888-87.1% |