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 | $48,982 | $106,749-54.1% | $145,433-66.3% | $82,448-40.6% |
| Participation rate | 78.0% | 75.6%+2.4pp | 82.1%-4.1pp | 68.1%+10.0pp |
| Annual return | 17.75% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $748 | $3,444-78.3% | $4,554-83.6% | $2,551-70.7% |
| Participant deferral / active EE | $3,321 | $6,519-49.1% | $7,897-58.0% | $4,139-19.8% |
| Admin fee / account holder | $311 | $8,390-96.3% | $13,129-97.6% | $7,234-95.7% |