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 | $48,340 | $81,248-40.5% | $155,509-68.9% | $80,856-40.2% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 11.87% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $639 | $3,100-79.4% | $4,672-86.3% | $2,755-76.8% |
| Participant deferral / active EE | $2,123 | $3,452-38.5% | $5,626-62.3% | $4,296-50.6% |
| Admin fee / account holder | $11,097 | $7,997+38.8% | $15,912-30.3% | $6,918+60.4% |