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 | $66,948 | $57,016+17.4% | $84,966-21.2% | $80,856-17.2% |
| Participation rate | 72.0% | 56.3%+15.7pp | 67.5%+4.5pp | 67.6%+4.4pp |
| Annual return | 10.58% | 21.66%-11.1pp | 66.38%-55.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $410 | $1,798-77.2% | $2,727-85.0% | $2,755-85.1% |
| Participant deferral / active EE | $3,116 | $3,110+0.2% | $4,519-31.0% | $4,296-27.5% |
| Admin fee / account holder | $2,976 | $4,980-40.3% | $6,149-51.6% | $6,918-57.0% |