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 | $47,082 | $90,503-48.0% | $78,689-40.2% | $273,961-82.8% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 7.83% | 75.60%-67.8pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,388 | $3,176-56.3% | $2,851-51.3% | $4,869-71.5% |
| Participant deferral / active EE | $4,318 | $3,901+10.7% | $3,517+22.8% | $5,287-18.3% |
| Admin fee / account holder | $1,439 | $5,263-72.7% | $4,510-68.1% | $10,132-85.8% |