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 | $21,869 | $90,503-75.8% | $78,689-72.2% | $273,961-92.0% |
| Participation rate | 90.9% | 76.5%+14.4pp | 73.6%+17.3pp | 83.0%+7.9pp |
| Annual return | 6.91% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,926 | $3,176-39.4% | $2,851-32.4% | $4,869-60.4% |
| Participant deferral / active EE | $2,342 | $3,901-40.0% | $3,517-33.4% | $5,287-55.7% |
| Admin fee / account holder | $1,732 | $5,263-67.1% | $4,510-61.6% | $10,132-82.9% |