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 | $33,475 | $56,897-41.2% | $84,750-60.5% | $62,891-46.8% |
| Participation rate | 76.6% | 68.5%+8.1pp | 76.6%0pp | 69.3%+7.3pp |
| Annual return | 5.17% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,329 | $2,400-2.9% | $3,574-34.8% | $2,281+2.1% |
| Participant deferral / active EE | $2,290 | $2,709-15.5% | $3,712-38.3% | $3,203-28.5% |
| Admin fee / account holder | $926 | $3,581-74.1% | $5,332-82.6% | $4,296-78.4% |