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 | $44,857 | $77,813-42.4% | $123,544-63.7% | $64,186-30.1% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | 11.20% | 12.48%-1.3pp | 119.20%-108.0pp | 7.63%+3.6pp |
| Employer contribution / active EE | $585 | $3,014-80.6% | $4,628-87.4% | $2,381-75.4% |
| Participant deferral / active EE | $4,489 | $5,240-14.3% | $6,426-30.1% | $3,470+29.4% |
| Admin fee / account holder | $2,359 | $5,519-57.3% | $9,284-74.6% | $4,888-51.7% |