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 | $49,549 | $52,580-5.8% | $71,671-30.9% | $70,131-29.3% |
| Participation rate | 78.1% | 60.9%+17.2pp | 68.7%+9.4pp | 69.5%+8.6pp |
| Annual return | 16.43% | 20.25%-3.8pp | 20.65%-4.2pp | 73.14%-56.7pp |
| Employer contribution / active EE | $561 | $1,616-65.3% | $2,460-77.2% | $2,342-76.1% |
| Participant deferral / active EE | $2,760 | $2,386+15.7% | $3,438-19.7% | $3,332-17.2% |
| Admin fee / account holder | $4,811 | $3,653+31.7% | $5,558-13.5% | $4,645+3.6% |