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 | $42,732 | $93,071-54.1% | $74,583-42.7% | $273,961-84.4% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 7.92% | 26.18%-18.3pp | 20.47%-12.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $941 | $3,160-70.2% | $2,525-62.7% | $4,869-80.7% |
| Participant deferral / active EE | $1,948 | $4,160-53.2% | $3,458-43.7% | $5,287-63.2% |
| Admin fee / account holder | $980 | $5,272-81.4% | $4,138-76.3% | $10,132-90.3% |