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 | $48,933 | $56,277-13.0% | $80,975-39.6% | $62,891-22.2% |
| Participation rate | 72.0% | 69.0%+3.0pp | 75.8%-3.8pp | 69.3%+2.7pp |
| Annual return | 14.52% | 22.12%-7.6pp | 17.10%-2.6pp | 20.14%-5.6pp |
| Employer contribution / active EE | $350 | $1,943-82.0% | $3,714-90.6% | $2,281-84.6% |
| Participant deferral / active EE | $2,453 | $4,195-41.5% | $5,696-56.9% | $3,203-23.4% |
| Admin fee / account holder | $3,627 | $3,741-3.0% | $5,516-34.2% | $4,296-15.6% |