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 | $59,346 | $78,422-24.3% | $95,952-38.2% | $79,858-25.7% |
| Participation rate | 71.8% | 73.5%-1.7pp | 77.1%-5.3pp | 69.6%+2.1pp |
| Annual return | 17.86% | 19.37%-1.5pp | 91.61%-73.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $595 | $1,945-69.4% | $2,541-76.6% | $2,471-75.9% |
| Participant deferral / active EE | $4,707 | $3,440+36.9% | $4,167+13.0% | $3,740+25.9% |
| Admin fee / account holder | $1,822 | $5,622-67.6% | $6,795-73.2% | $5,306-65.7% |