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 | $57,245 | $215,361-73.4% | $171,082-66.5% | $273,961-79.1% |
| Participation rate | 73.3% | 82.0%-8.7pp | 76.7%-3.4pp | 83.0%-9.7pp |
| Annual return | 8.70% | 25.14%-16.4pp | 32.56%-23.9pp | 41.45%-32.7pp |
| Employer contribution / active EE | $442 | $4,967-91.1% | $4,002-89.0% | $4,869-90.9% |
| Participant deferral / active EE | $3,601 | $5,543-35.0% | $4,797-24.9% | $5,287-31.9% |
| Admin fee / account holder | $575 | $10,846-94.7% | $8,520-93.2% | $10,132-94.3% |