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 | $48,118 | $100,970-52.3% | $96,576-50.2% | $137,256-64.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 17.02% | 38.16%-21.1pp | 38.47%-21.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,406 | $3,809-63.1% | $3,553-60.4% | $4,156-66.2% |
| Participant deferral / active EE | $5,724 | $8,286-30.9% | $7,956-28.1% | $6,407-10.7% |
| Admin fee / account holder | $4,923 | $11,312-56.5% | $11,381-56.7% | $12,270-59.9% |