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 | $25,047 | $48,076-47.9% | $78,689-68.2% | $62,891-60.2% |
| Participation rate | 81.2% | 65.2%+16.0pp | 73.6%+7.6pp | 69.3%+11.9pp |
| Annual return | 5.40% | 31.35%-26.0pp | 62.18%-56.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $641 | $2,015-68.2% | $2,851-77.5% | $2,281-71.9% |
| Participant deferral / active EE | $1,416 | $2,588-45.3% | $3,517-59.7% | $3,203-55.8% |
| Admin fee / account holder | $441 | $3,207-86.3% | $4,510-90.2% | $4,296-89.7% |