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 | $75,137 | $105,630-28.9% | $87,507-14.1% | $273,961-72.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 73.8%+11.9pp | 83.0%+2.7pp |
| Annual return | 7.94% | 12.25%-4.3pp | 12.21%-4.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $673 | $3,141-78.6% | $2,550-73.6% | $4,869-86.2% |
| Participant deferral / active EE | $1,414 | $3,601-60.7% | $3,149-55.1% | $5,287-73.3% |
| Admin fee / account holder | $23,423 | $4,781+390.0% | $4,221+455.0% | $10,132+131.2% |