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 | $47,324 | $96,956-51.2% | $70,014-32.4% | $273,961-82.7% |
| Participation rate | 85.7% | 77.1%+8.7pp | 71.8%+13.9pp | 83.0%+2.7pp |
| Annual return | 6.32% | 12.93%-6.6pp | 12.99%-6.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,870 | $3,316-43.6% | $2,338-20.0% | $4,869-61.6% |
| Participant deferral / active EE | $6,352 | $3,744+69.7% | $2,931+116.8% | $5,287+20.1% |
| Admin fee / account holder | $638 | $7,934-92.0% | $4,380-85.4% | $10,132-93.7% |