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 | $42,753 | $67,606-36.8% | $82,313-48.1% | $70,131-39.0% |
| Participation rate | 78.0% | 72.8%+5.3pp | 76.9%+1.2pp | 69.5%+8.5pp |
| Annual return | 14.64% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $547 | $1,755-68.8% | $2,428-77.5% | $2,342-76.7% |
| Participant deferral / active EE | $1,537 | $2,987-48.5% | $3,706-58.5% | $3,332-53.9% |
| Admin fee / account holder | $445 | $4,512-90.1% | $5,608-92.1% | $4,645-90.4% |