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 | $58,508 | $90,503-35.4% | $78,689-25.6% | $273,961-78.6% |
| Participation rate | 86.4% | 76.5%+9.8pp | 73.6%+12.8pp | 83.0%+3.3pp |
| Annual return | 7.09% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $510 | $3,176-83.9% | $2,851-82.1% | $4,869-89.5% |
| Participant deferral / active EE | $5,118 | $3,901+31.2% | $3,517+45.5% | $5,287-3.2% |
| Admin fee / account holder | $2,276 | $5,263-56.8% | $4,510-49.5% | $10,132-77.5% |