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 | $26,952 | $48,076-43.9% | $78,689-65.7% | $62,891-57.1% |
| Participation rate | 75.9% | 65.2%+10.7pp | 73.6%+2.3pp | 69.3%+6.6pp |
| Annual return | 8.33% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $340 | $2,015-83.1% | $2,851-88.1% | $2,281-85.1% |
| Participant deferral / active EE | $1,683 | $2,588-35.0% | $3,517-52.1% | $3,203-47.5% |
| Admin fee / account holder | $4,109 | $3,207+28.1% | $4,510-8.9% | $4,296-4.3% |