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 | $52,814 | $67,411-21.7% | $91,001-42.0% | $70,131-24.7% |
| Participation rate | 80.6% | 71.4%+9.3pp | 75.6%+5.0pp | 69.5%+11.1pp |
| Annual return | 23.15% | -40.16%+63.3pp | 4.60%+18.6pp | 73.14%-50.0pp |
| Employer contribution / active EE | $707 | $1,786-60.4% | $2,456-71.2% | $2,342-69.8% |
| Participant deferral / active EE | $2,907 | $2,823+3.0% | $3,547-18.1% | $3,332-12.7% |
| Admin fee / account holder | $2,181 | $4,236-48.5% | $5,417-59.7% | $4,645-53.1% |