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 | $46,682 | $83,337-44.0% | $67,834-31.2% | $273,961-83.0% |
| Participation rate | 71.4% | 76.4%-5.0pp | 68.8%+2.6pp | 83.0%-11.6pp |
| Annual return | 6.43% | 259.45%-253.0pp | 138.47%-132.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,338 | $3,287-59.3% | $2,403-44.3% | $4,869-72.5% |
| Participant deferral / active EE | $1,558 | $4,088-61.9% | $3,160-50.7% | $5,287-70.5% |
| Admin fee / account holder | $513 | $6,752-92.4% | $4,622-88.9% | $10,132-94.9% |