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 | $54,683 | $87,013-37.2% | $106,213-48.5% | $80,856-32.4% |
| Participation rate | 89.9% | 70.4%+19.4pp | 75.3%+14.6pp | 67.6%+22.2pp |
| Annual return | 13.81% | 17.05%-3.2pp | 116.14%-102.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $837 | $2,395-65.0% | $3,171-73.6% | $2,755-69.6% |
| Participant deferral / active EE | $3,126 | $3,986-21.6% | $5,016-37.7% | $4,296-27.2% |
| Admin fee / account holder | $8,999 | $8,431+6.7% | $11,033-18.4% | $6,918+30.1% |