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 | $31,117 | $93,071-66.6% | $74,583-58.3% | $273,961-88.6% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 9.66% | 26.18%-16.5pp | 20.47%-10.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $812 | $3,160-74.3% | $2,525-67.9% | $4,869-83.3% |
| Participant deferral / active EE | $1,549 | $4,160-62.8% | $3,458-55.2% | $5,287-70.7% |
| Admin fee / account holder | $302 | $5,272-94.3% | $4,138-92.7% | $10,132-97.0% |