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 | $43,840 | $54,541-19.6% | $78,778-44.3% | $70,131-37.5% |
| Participation rate | 72.7% | 60.8%+11.9pp | 69.2%+3.5pp | 69.5%+3.2pp |
| Annual return | 13.54% | 21.07%-7.5pp | 35.62%-22.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $238 | $1,089-78.1% | $1,986-88.0% | $2,342-89.8% |
| Participant deferral / active EE | $3,252 | $2,210+47.1% | $2,958+9.9% | $3,332-2.4% |
| Admin fee / account holder | $2,568 | $3,709-30.7% | $5,134-50.0% | $4,645-44.7% |