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 | $29,681 | $67,411-56.0% | $91,001-67.4% | $70,131-57.7% |
| Participation rate | 77.2% | 71.4%+5.9pp | 75.6%+1.6pp | 69.5%+7.7pp |
| Annual return | 18.43% | -40.16%+58.6pp | 4.60%+13.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $440 | $1,786-75.3% | $2,456-82.1% | $2,342-81.2% |
| Participant deferral / active EE | $2,428 | $2,823-14.0% | $3,547-31.5% | $3,332-27.1% |
| Admin fee / account holder | $1,268 | $4,236-70.1% | $5,417-76.6% | $4,645-72.7% |