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 | $51,558 | $60,349-14.6% | $74,183-30.5% | $62,891-18.0% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 7.26% | 21.37%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $508 | $1,680-69.8% | $2,370-78.6% | $2,281-77.7% |
| Participant deferral / active EE | $3,053 | $2,856+6.9% | $3,550-14.0% | $3,203-4.7% |
| Admin fee / account holder | $349 | $4,261-91.8% | $5,586-93.8% | $4,296-91.9% |