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 | $52,799 | $93,346-43.4% | $71,796-26.5% | $273,961-80.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 10.92% | 130.39%-119.5pp | 78.04%-67.1pp | 41.45%-30.5pp |
| Employer contribution / active EE | $338 | $2,733-87.6% | $1,924-82.4% | $4,869-93.1% |
| Participant deferral / active EE | $1,802 | $3,475-48.2% | $2,794-35.5% | $5,287-65.9% |
| Admin fee / account holder | $773 | $6,571-88.2% | $4,815-83.9% | $10,132-92.4% |