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 | $34,128 | $61,660-44.7% | $80,019-57.4% | $64,186-46.8% |
| Participation rate | 72.5% | 71.7%+0.9pp | 75.8%-3.3pp | 69.6%+3.0pp |
| Annual return | 11.28% | -0.33%+11.6pp | 11.22%+0.1pp | 7.63%+3.6pp |
| Employer contribution / active EE | $857 | $1,810-52.6% | $2,468-65.3% | $2,381-64.0% |
| Participant deferral / active EE | $1,715 | $2,968-42.2% | $3,686-53.5% | $3,470-50.6% |
| Admin fee / account holder | $571 | $5,417-89.5% | $6,521-91.2% | $4,888-88.3% |