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 | $28,240 | $73,981-61.8% | $105,722-73.3% | $62,891-55.1% |
| Participation rate | 77.1% | 71.7%+5.4pp | 78.9%-1.8pp | 69.3%+7.8pp |
| Annual return | 6.66% | 17.60%-10.9pp | 12.25%-5.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $694 | $2,856-75.7% | $4,079-83.0% | $2,281-69.6% |
| Participant deferral / active EE | $2,758 | $4,038-31.7% | $5,326-48.2% | $3,203-13.9% |
| Admin fee / account holder | $4,322 | $5,976-27.7% | $8,308-48.0% | $4,296+0.6% |