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 | $60,518 | $90,503-33.1% | $78,689-23.1% | $273,961-77.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 8.52% | 75.60%-67.1pp | 62.18%-53.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,784 | $3,176-43.8% | $2,851-37.4% | $4,869-63.4% |
| Participant deferral / active EE | $5,366 | $3,901+37.5% | $3,517+52.6% | $5,287+1.5% |
| Admin fee / account holder | $24,816 | $5,263+371.5% | $4,510+450.2% | $10,132+144.9% |