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 | $50,726 | $60,349-15.9% | $74,183-31.6% | $62,891-19.3% |
| Participation rate | 80.3% | 72.7%+7.6pp | 76.6%+3.7pp | 69.3%+11.0pp |
| Annual return | 7.01% | 21.37%-14.4pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $353 | $1,680-79.0% | $2,370-85.1% | $2,281-84.5% |
| Participant deferral / active EE | $3,757 | $2,856+31.5% | $3,550+5.8% | $3,203+17.3% |
| Admin fee / account holder | $1,468 | $4,261-65.6% | $5,586-73.7% | $4,296-65.8% |