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 | $35,782 | $60,349-40.7% | $74,183-51.8% | $62,891-43.1% |
| Participation rate | 92.1% | 72.7%+19.3pp | 76.6%+15.4pp | 69.3%+22.8pp |
| Annual return | 16.51% | 21.37%-4.9pp | 17.74%-1.2pp | 20.14%-3.6pp |
| Employer contribution / active EE | $513 | $1,680-69.5% | $2,370-78.4% | $2,281-77.5% |
| Participant deferral / active EE | $2,813 | $2,856-1.5% | $3,550-20.8% | $3,203-12.2% |
| Admin fee / account holder | $1,253 | $4,261-70.6% | $5,586-77.6% | $4,296-70.8% |