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 | $46,173 | $54,541-15.3% | $78,778-41.4% | $70,131-34.2% |
| Participation rate | 79.2% | 60.8%+18.4pp | 69.2%+10.0pp | 69.5%+9.6pp |
| Annual return | 17.21% | 21.07%-3.9pp | 35.62%-18.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $652 | $1,089-40.1% | $1,986-67.2% | $2,342-72.2% |
| Participant deferral / active EE | $3,697 | $2,210+67.3% | $2,958+25.0% | $3,332+11.0% |
| Admin fee / account holder | $789 | $3,709-78.7% | $5,134-84.6% | $4,645-83.0% |