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 | $57,501 | $60,349-4.7% | $74,183-22.5% | $62,891-8.6% |
| Participation rate | 70.0% | 72.7%-2.7pp | 76.6%-6.6pp | 69.3%+0.7pp |
| Annual return | 9.03% | 21.37%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $899 | $1,680-46.5% | $2,370-62.1% | $2,281-60.6% |
| Participant deferral / active EE | $2,938 | $2,856+2.9% | $3,550-17.2% | $3,203-8.3% |
| Admin fee / account holder | $441 | $4,261-89.7% | $5,586-92.1% | $4,296-89.7% |