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 | $50,451 | $90,503-44.3% | $78,689-35.9% | $273,961-81.6% |
| Participation rate | 73.9% | 76.5%-2.6pp | 73.6%+0.3pp | 83.0%-9.1pp |
| Annual return | 6.76% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,075 | $3,176-66.2% | $2,851-62.3% | $4,869-77.9% |
| Participant deferral / active EE | $1,987 | $3,901-49.1% | $3,517-43.5% | $5,287-62.4% |
| Admin fee / account holder | $2,885 | $5,263-45.2% | $4,510-36.0% | $10,132-71.5% |