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 | $30,459 | $62,586-51.3% | $76,768-60.3% | $64,186-52.5% |
| Participation rate | 73.7% | 72.8%+0.9pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | 7.88% | -1.95%+9.8pp | 2.43%+5.5pp | 7.63%+0.3pp |
| Employer contribution / active EE | $436 | $1,832-76.2% | $2,485-82.5% | $2,381-81.7% |
| Participant deferral / active EE | $2,835 | $3,145-9.8% | $3,852-26.4% | $3,470-18.3% |
| Admin fee / account holder | $4,139 | $4,667-11.3% | $6,675-38.0% | $4,888-15.3% |