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 | $44,945 | $67,411-33.3% | $91,001-50.6% | $70,131-35.9% |
| Participation rate | 83.7% | 71.4%+12.3pp | 75.6%+8.1pp | 69.5%+14.1pp |
| Annual return | 15.54% | -40.16%+55.7pp | 4.60%+10.9pp | 73.14%-57.6pp |
| Employer contribution / active EE | $588 | $1,786-67.1% | $2,456-76.0% | $2,342-74.9% |
| Participant deferral / active EE | $3,908 | $2,823+38.4% | $3,547+10.2% | $3,332+17.3% |
| Admin fee / account holder | $497 | $4,236-88.3% | $5,417-90.8% | $4,645-89.3% |