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 | $30,285 | $73,981-59.1% | $105,722-71.4% | $62,891-51.8% |
| Participation rate | 78.7% | 71.7%+7.0pp | 78.9%-0.2pp | 69.3%+9.4pp |
| Annual return | 5.25% | 17.60%-12.4pp | 12.25%-7.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $544 | $2,856-80.9% | $4,079-86.7% | $2,281-76.1% |
| Participant deferral / active EE | $1,617 | $4,038-60.0% | $5,326-69.6% | $3,203-49.5% |
| Admin fee / account holder | $3,165 | $5,976-47.0% | $8,308-61.9% | $4,296-26.3% |