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 | $50,011 | $80,717-38.0% | $154,803-67.7% | $84,808-41.0% |
| Participation rate | 92.7% | 66.8%+25.9pp | 78.1%+14.6pp | 68.3%+24.4pp |
| Annual return | 13.56% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $942 | $2,761-65.9% | $4,305-78.1% | $2,631-64.2% |
| Participant deferral / active EE | $3,739 | $3,303+13.2% | $5,540-32.5% | $4,212-11.2% |
| Admin fee / account holder | $6,924 | $6,746+2.6% | $14,329-51.7% | $7,344-5.7% |