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 | $54,745 | $67,894-19.4% | $89,340-38.7% | $82,448-33.6% |
| Participation rate | 74.5% | 64.0%+10.5pp | 69.6%+5.0pp | 68.1%+6.5pp |
| Annual return | 13.02% | 19.21%-6.2pp | 20.57%-7.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $771 | $1,828-57.8% | $2,231-65.5% | $2,551-69.8% |
| Participant deferral / active EE | $1,321 | $3,072-57.0% | $3,823-65.5% | $4,139-68.1% |
| Admin fee / account holder | $1,187 | $5,723-79.3% | $6,704-82.3% | $7,234-83.6% |