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 | $56,326 | $99,341-43.3% | $84,750-33.5% | $273,961-79.4% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 11.31% | 22.93%-11.6pp | 22.78%-11.5pp | 41.45%-30.1pp |
| Employer contribution / active EE | $972 | $4,214-76.9% | $3,574-72.8% | $4,869-80.0% |
| Participant deferral / active EE | $1,994 | $4,269-53.3% | $3,712-46.3% | $5,287-62.3% |
| Admin fee / account holder | $457 | $6,644-93.1% | $5,332-91.4% | $10,132-95.5% |