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 | $47,998 | $90,503-47.0% | $78,689-39.0% | $273,961-82.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.31% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,999 | $3,176-37.1% | $2,851-29.9% | $4,869-59.0% |
| Participant deferral / active EE | $5,043 | $3,901+29.3% | $3,517+43.4% | $5,287-4.6% |
| Admin fee / account holder | $605 | $5,263-88.5% | $4,510-86.6% | $10,132-94.0% |