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 | $42,885 | $103,949-58.7% | $69,182-38.0% | $273,961-84.3% |
| Participation rate | 84.2% | 67.4%+16.8pp | 55.1%+29.1pp | 83.0%+1.2pp |
| Annual return | 6.51% | 35.28%-28.8pp | -21.93%+28.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,665 | $1,783-6.6% | $1,206+38.0% | $4,869-65.8% |
| Participant deferral / active EE | $1,531 | $2,716-43.6% | $1,897-19.3% | $5,287-71.0% |
| Admin fee / account holder | $429 | $3,671-88.3% | $2,697-84.1% | $10,132-95.8% |