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 | $30,746 | $60,349-49.1% | $74,183-58.6% | $62,891-51.1% |
| Participation rate | 78.9% | 72.7%+6.2pp | 76.6%+2.3pp | 69.3%+9.6pp |
| Annual return | 6.44% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $463 | $1,680-72.4% | $2,370-80.5% | $2,281-79.7% |
| Participant deferral / active EE | $2,264 | $2,856-20.7% | $3,550-36.2% | $3,203-29.3% |
| Admin fee / account holder | $4,409 | $4,261+3.5% | $5,586-21.1% | $4,296+2.6% |