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 | $44,589 | $58,512-23.8% | $84,015-46.9% | $72,985-38.9% |
| Participation rate | 70.7% | 61.2%+9.5pp | 69.0%+1.7pp | 69.5%+1.2pp |
| Annual return | 19.95% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $756 | $1,163-35.0% | $1,983-61.9% | $2,440-69.0% |
| Participant deferral / active EE | $2,703 | $2,394+12.9% | $3,239-16.5% | $3,607-25.1% |
| Admin fee / account holder | $3,911 | $4,569-14.4% | $6,101-35.9% | $5,124-23.7% |