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 | $45,385 | $69,977-35.1% | $108,579-58.2% | $62,891-27.8% |
| Participation rate | 81.8% | 72.9%+8.9pp | 79.6%+2.2pp | 69.3%+12.5pp |
| Annual return | 7.60% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $466 | $2,135-78.2% | $3,758-87.6% | $2,281-79.6% |
| Participant deferral / active EE | $5,225 | $3,165+65.1% | $4,311+21.2% | $3,203+63.1% |
| Admin fee / account holder | $2,738 | $5,076-46.1% | $7,645-64.2% | $4,296-36.3% |