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 | $48,088 | $54,762-12.2% | $90,281-46.7% | $72,985-34.1% |
| Participation rate | 72.7% | 65.1%+7.6pp | 73.3%-0.5pp | 69.5%+3.2pp |
| Annual return | 22.26% | 30.63%-8.4pp | 78.10%-55.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $675 | $2,092-67.8% | $2,854-76.4% | $2,440-72.4% |
| Participant deferral / active EE | $1,871 | $2,887-35.2% | $3,885-51.9% | $3,607-48.1% |
| Admin fee / account holder | $10,952 | $3,972+175.7% | $5,351+104.7% | $5,124+113.7% |