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 | $39,635 | $43,327-8.5% | $59,878-33.8% | $64,186-38.2% |
| Participation rate | 76.9% | 69.2%+7.8pp | 74.7%+2.2pp | 69.6%+7.4pp |
| Annual return | 12.53% | -1.55%+14.1pp | 3.46%+9.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $601 | $2,028-70.4% | $2,722-77.9% | $2,381-74.8% |
| Participant deferral / active EE | $1,162 | $2,546-54.4% | $3,402-65.8% | $3,470-66.5% |
| Admin fee / account holder | $578 | $3,005-80.8% | $3,590-83.9% | $4,888-88.2% |