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 | $38,023 | $93,346-59.3% | $71,796-47.0% | $273,961-86.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 8.00% | 130.39%-122.4pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $603 | $2,733-78.0% | $1,924-68.7% | $4,869-87.6% |
| Participant deferral / active EE | $2,134 | $3,475-38.6% | $2,794-23.6% | $5,287-59.6% |
| Admin fee / account holder | $457 | $6,571-93.0% | $4,815-90.5% | $10,132-95.5% |