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 | $29,388 | $62,586-53.0% | $76,768-61.7% | $64,186-54.2% |
| Participation rate | 92.1% | 72.8%+19.3pp | 77.0%+15.1pp | 69.6%+22.5pp |
| Annual return | 13.40% | -1.95%+15.3pp | 2.43%+11.0pp | 7.63%+5.8pp |
| Employer contribution / active EE | $717 | $1,832-60.8% | $2,485-71.1% | $2,381-69.9% |
| Participant deferral / active EE | $3,884 | $3,145+23.5% | $3,852+0.8% | $3,470+11.9% |
| Admin fee / account holder | $1,910 | $4,667-59.1% | $6,675-71.4% | $4,888-60.9% |