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 | $30,857 | $72,492-57.4% | $87,100-64.6% | $72,985-57.7% |
| Participation rate | 76.6% | 72.8%+3.8pp | 76.9%-0.3pp | 69.5%+7.1pp |
| Annual return | 16.46% | 24.46%-8.0pp | 28.19%-11.7pp | 81.00%-64.5pp |
| Employer contribution / active EE | $737 | $1,894-61.1% | $2,521-70.8% | $2,440-69.8% |
| Participant deferral / active EE | $2,157 | $3,270-34.0% | $4,049-46.7% | $3,607-40.2% |
| Admin fee / account holder | $6,103 | $5,055+20.7% | $7,497-18.6% | $5,124+19.1% |