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 | $55,545 | $90,503-38.6% | $78,689-29.4% | $273,961-79.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.64% | 75.60%-68.0pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,676 | $3,176-47.2% | $2,851-41.2% | $4,869-65.6% |
| Participant deferral / active EE | $8,119 | $3,901+108.1% | $3,517+130.9% | $5,287+53.6% |
| Admin fee / account holder | $765 | $5,263-85.5% | $4,510-83.0% | $10,132-92.4% |