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 | $58,862 | $90,503-35.0% | $78,689-25.2% | $273,961-78.5% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.85% | 75.60%-67.8pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $113 | $3,176-96.5% | $2,851-96.1% | $4,869-97.7% |
| Participant deferral / active EE | $1,303 | $3,901-66.6% | $3,517-63.0% | $5,287-75.4% |
| Admin fee / account holder | $998 | $5,263-81.0% | $4,510-77.9% | $10,132-90.1% |