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 | $14,405 | $90,503-84.1% | $78,689-81.7% | $273,961-94.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.49% | 75.60%-70.1pp | 62.18%-56.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,601 | $3,176-49.6% | $2,851-43.8% | $4,869-67.1% |
| Participant deferral / active EE | $6,679 | $3,901+71.2% | $3,517+89.9% | $5,287+26.3% |
| Admin fee / account holder | $2,591 | $5,263-50.8% | $4,510-42.5% | $10,132-74.4% |