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 | $47,249 | $105,630-55.3% | $87,507-46.0% | $273,961-82.8% |
| Participation rate | 90.5% | 78.2%+12.3pp | 73.8%+16.6pp | 83.0%+7.5pp |
| Annual return | 7.97% | 12.25%-4.3pp | 12.21%-4.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $901 | $3,141-71.3% | $2,550-64.7% | $4,869-81.5% |
| Participant deferral / active EE | $1,592 | $3,601-55.8% | $3,149-49.4% | $5,287-69.9% |
| Admin fee / account holder | $3,341 | $4,781-30.1% | $4,221-20.8% | $10,132-67.0% |