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 | $58,431 | $67,606-13.6% | $82,313-29.0% | $70,131-16.7% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 19.45% | 21.57%-2.1pp | 25.88%-6.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $385 | $1,755-78.1% | $2,428-84.2% | $2,342-83.6% |
| Participant deferral / active EE | $2,322 | $2,987-22.2% | $3,706-37.3% | $3,332-30.3% |
| Admin fee / account holder | $2,319 | $4,512-48.6% | $5,608-58.7% | $4,645-50.1% |