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 | $62,252 | $90,503-31.2% | $78,689-20.9% | $273,961-77.3% |
| Participation rate | 70.6% | 76.5%-5.9pp | 73.6%-3.0pp | 83.0%-12.4pp |
| Annual return | 9.83% | 75.60%-65.8pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $371 | $3,176-88.3% | $2,851-87.0% | $4,869-92.4% |
| Participant deferral / active EE | $3,468 | $3,901-11.1% | $3,517-1.4% | $5,287-34.4% |
| Admin fee / account holder | $6,241 | $5,263+18.6% | $4,510+38.4% | $10,132-38.4% |