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 | $68,098 | $79,944-14.8% | $98,439-30.8% | $75,163-9.4% |
| Participation rate | 74.5% | 70.4%+4.2pp | 75.2%-0.6pp | 67.2%+7.4pp |
| Annual return | 18.50% | 19.75%-1.2pp | 21.16%-2.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $909 | $2,264-59.8% | $3,048-70.2% | $2,670-65.9% |
| Participant deferral / active EE | $3,997 | $3,752+6.5% | $4,738-15.6% | $4,125-3.1% |
| Admin fee / account holder | $1,217 | $6,840-82.2% | $8,948-86.4% | $5,651-78.5% |