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 | $62,022 | $96,956-36.0% | $70,014-11.4% | $273,961-77.4% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | 7.00% | 12.93%-5.9pp | 12.99%-6.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,579 | $3,316-52.4% | $2,338-32.5% | $4,869-67.6% |
| Participant deferral / active EE | $5,462 | $3,744+45.9% | $2,931+86.4% | $5,287+3.3% |
| Admin fee / account holder | $933 | $7,934-88.2% | $4,380-78.7% | $10,132-90.8% |