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 | $25,372 | $53,018-52.1% | $70,014-63.8% | $62,891-59.7% |
| Participation rate | 73.3% | 67.2%+6.1pp | 71.8%+1.5pp | 69.3%+4.0pp |
| Annual return | 7.08% | 13.35%-6.3pp | 12.99%-5.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $307 | $1,799-83.0% | $2,338-86.9% | $2,281-86.6% |
| Participant deferral / active EE | $1,364 | $2,395-43.0% | $2,931-53.4% | $3,203-57.4% |
| Admin fee / account holder | $885 | $3,690-76.0% | $4,380-79.8% | $4,296-79.4% |