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 | $44,710 | $99,341-55.0% | $84,750-47.2% | $273,961-83.7% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 4.69% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $658 | $4,214-84.4% | $3,574-81.6% | $4,869-86.5% |
| Participant deferral / active EE | $3,718 | $4,269-12.9% | $3,712+0.2% | $5,287-29.7% |
| Admin fee / account holder | $733 | $6,644-89.0% | $5,332-86.3% | $10,132-92.8% |