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 | $51,991 | $90,503-42.6% | $78,689-33.9% | $273,961-81.0% |
| Participation rate | 81.0% | 76.5%+4.4pp | 73.6%+7.4pp | 83.0%-2.1pp |
| Annual return | 10.81% | 75.60%-64.8pp | 62.18%-51.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $1,839 | $3,176-42.1% | $2,851-35.5% | $4,869-62.2% |
| Participant deferral / active EE | $3,186 | $3,901-18.3% | $3,517-9.4% | $5,287-39.7% |
| Admin fee / account holder | $304 | $5,263-94.2% | $4,510-93.3% | $10,132-97.0% |