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 | $47,106 | $70,475-33.2% | $100,516-53.1% | $79,858-41.0% |
| Participation rate | 84.8% | 73.7%+11.2pp | 79.4%+5.4pp | 69.6%+15.2pp |
| Annual return | 22.52% | 21.90%+0.6pp | 30.89%-8.4pp | 31.71%-9.2pp |
| Employer contribution / active EE | $959 | $2,165-55.7% | $3,418-71.9% | $2,471-61.2% |
| Participant deferral / active EE | $10,081 | $5,181+94.6% | $6,270+60.8% | $3,740+169.5% |
| Admin fee / account holder | $3,355 | $4,478-25.1% | $8,081-58.5% | $5,306-36.8% |