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 | $36,353 | $58,523-37.9% | $99,443-63.4% | $72,985-50.2% |
| Participation rate | 70.8% | 64.6%+6.1pp | 73.8%-3.1pp | 69.5%+1.3pp |
| Annual return | 28.02% | 28.51%-0.5pp | 30.72%-2.7pp | 81.00%-53.0pp |
| Employer contribution / active EE | $722 | $1,512-52.3% | $2,540-71.6% | $2,440-70.4% |
| Participant deferral / active EE | $4,227 | $2,606+62.2% | $3,619+16.8% | $3,607+17.2% |
| Admin fee / account holder | $1,678 | $4,102-59.1% | $6,250-73.1% | $5,124-67.2% |