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 | $50,354 | $60,349-16.6% | $74,183-32.1% | $62,891-19.9% |
| Participation rate | 83.1% | 72.7%+10.4pp | 76.6%+6.5pp | 69.3%+13.8pp |
| Annual return | 7.15% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $721 | $1,680-57.1% | $2,370-69.6% | $2,281-68.4% |
| Participant deferral / active EE | $4,023 | $2,856+40.9% | $3,550+13.3% | $3,203+25.6% |
| Admin fee / account holder | $2,523 | $4,261-40.8% | $5,586-54.8% | $4,296-41.3% |