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 | $58,098 | $88,707-34.5% | $74,183-21.7% | $273,961-78.8% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 5.15% | 11.94%-6.8pp | 17.74%-12.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $887 | $3,159-71.9% | $2,370-62.6% | $4,869-81.8% |
| Participant deferral / active EE | $4,043 | $4,212-4.0% | $3,550+13.9% | $5,287-23.5% |
| Admin fee / account holder | $1,655 | $8,717-81.0% | $5,586-70.4% | $10,132-83.7% |