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 | $62,750 | $90,503-30.7% | $78,689-20.3% | $273,961-77.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 9.90% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $829 | $3,176-73.9% | $2,851-70.9% | $4,869-83.0% |
| Participant deferral / active EE | $1,657 | $3,901-57.5% | $3,517-52.9% | $5,287-68.7% |
| Admin fee / account holder | $16,798 | $5,263+219.2% | $4,510+272.4% | $10,132+65.8% |