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 | $61,674 | $58,512+5.4% | $84,015-26.6% | $72,985-15.5% |
| Participation rate | 79.3% | 61.2%+18.1pp | 69.0%+10.3pp | 69.5%+9.8pp |
| Annual return | 19.72% | 28.93%-9.2pp | 71.31%-51.6pp | 81.00%-61.3pp |
| Employer contribution / active EE | $313 | $1,163-73.1% | $1,983-84.2% | $2,440-87.2% |
| Participant deferral / active EE | $2,049 | $2,394-14.4% | $3,239-36.7% | $3,607-43.2% |
| Admin fee / account holder | $15,889 | $4,569+247.8% | $6,101+160.4% | $5,124+210.1% |