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 | $38,250 | $90,503-57.7% | $78,689-51.4% | $273,961-86.0% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 5.79% | 75.60%-69.8pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $489 | $3,176-84.6% | $2,851-82.9% | $4,869-90.0% |
| Participant deferral / active EE | $3,197 | $3,901-18.1% | $3,517-9.1% | $5,287-39.5% |
| Admin fee / account holder | $325 | $5,263-93.8% | $4,510-92.8% | $10,132-96.8% |