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 | $47,604 | $90,503-47.4% | $78,689-39.5% | $273,961-82.6% |
| Participation rate | 86.4% | 76.5%+9.8pp | 73.6%+12.8pp | 83.0%+3.3pp |
| Annual return | 20.11% | 75.60%-55.5pp | 62.18%-42.1pp | 41.45%-21.3pp |
| Employer contribution / active EE | $755 | $3,176-76.2% | $2,851-73.5% | $4,869-84.5% |
| Participant deferral / active EE | $1,918 | $3,901-50.8% | $3,517-45.5% | $5,287-63.7% |
| Admin fee / account holder | $822 | $5,263-84.4% | $4,510-81.8% | $10,132-91.9% |