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 | $58,899 | $72,012-18.2% | $185,823-68.3% | $79,858-26.2% |
| Participation rate | 97.2% | 65.8%+31.5pp | 78.0%+19.2pp | 69.6%+27.6pp |
| Annual return | 22.70% | 23.12%-0.4pp | 35.95%-13.2pp | 31.71%-9.0pp |
| Employer contribution / active EE | $491 | $1,965-75.0% | $4,087-88.0% | $2,471-80.1% |
| Participant deferral / active EE | $3,482 | $3,779-7.9% | $5,632-38.2% | $3,740-6.9% |
| Admin fee / account holder | $2,650 | $4,513-41.3% | $9,500-72.1% | $5,306-50.1% |