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 | $53,769 | $105,630-49.1% | $87,507-38.6% | $273,961-80.4% |
| Participation rate | 84.2% | 78.2%+6.0pp | 73.8%+10.4pp | 83.0%+1.2pp |
| Annual return | 3.36% | 12.25%-8.9pp | 12.21%-8.9pp | 41.45%-38.1pp |
| Employer contribution / active EE | $419 | $3,141-86.7% | $2,550-83.6% | $4,869-91.4% |
| Participant deferral / active EE | $3,134 | $3,601-13.0% | $3,149-0.5% | $5,287-40.7% |
| Admin fee / account holder | $610 | $4,781-87.2% | $4,221-85.5% | $10,132-94.0% |