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 | $36,287 | $53,018-31.6% | $70,014-48.2% | $62,891-42.3% |
| Participation rate | 79.6% | 67.2%+12.4pp | 71.8%+7.8pp | 69.3%+10.3pp |
| Annual return | 6.22% | 13.35%-7.1pp | 12.99%-6.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $969 | $1,799-46.2% | $2,338-58.6% | $2,281-57.5% |
| Participant deferral / active EE | $1,742 | $2,395-27.3% | $2,931-40.6% | $3,203-45.6% |
| Admin fee / account holder | $1,264 | $3,690-65.8% | $4,380-71.2% | $4,296-70.6% |