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 | $35,811 | $163,101-78.0% | $136,749-73.8% | $142,382-74.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 13.27% | 27.54%-14.3pp | 24.33%-11.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $847 | $4,117-79.4% | $3,400-75.1% | $4,299-80.3% |
| Participant deferral / active EE | $1,459 | $5,585-73.9% | $4,692-68.9% | $6,507-77.6% |
| Admin fee / account holder | $1,587 | $14,318-88.9% | $11,386-86.1% | $12,624-87.4% |