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 | $44,517 | $58,851-24.4% | $115,157-61.3% | $72,985-39.0% |
| Participation rate | 77.1% | 65.5%+11.6pp | 75.9%+1.2pp | 69.5%+7.7pp |
| Annual return | 19.13% | 23.16%-4.0pp | 35.60%-16.5pp | 81.00%-61.9pp |
| Employer contribution / active EE | $809 | $1,798-55.0% | $3,179-74.6% | $2,440-66.9% |
| Participant deferral / active EE | $1,674 | $2,643-36.7% | $4,168-59.8% | $3,607-53.6% |
| Admin fee / account holder | $4,333 | $6,370-32.0% | $7,088-38.9% | $5,124-15.4% |