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 | $19,731 | $90,503-78.2% | $78,689-74.9% | $273,961-92.8% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 9.36% | 75.60%-66.2pp | 62.18%-52.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,034 | $3,176-67.4% | $2,851-63.7% | $4,869-78.8% |
| Participant deferral / active EE | $3,528 | $3,901-9.6% | $3,517+0.3% | $5,287-33.3% |
| Admin fee / account holder | $4,530 | $5,263-13.9% | $4,510+0.4% | $10,132-55.3% |