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 | $47,704 | $67,606-29.4% | $82,313-42.0% | $70,131-32.0% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.9%-6.0pp | 69.5%+1.4pp |
| Annual return | 18.30% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $815 | $1,755-53.5% | $2,428-66.4% | $2,342-65.2% |
| Participant deferral / active EE | $1,749 | $2,987-41.4% | $3,706-52.8% | $3,332-47.5% |
| Admin fee / account holder | $405 | $4,512-91.0% | $5,608-92.8% | $4,645-91.3% |