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 | $65,798 | $93,071-29.3% | $74,583-11.8% | $273,961-76.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.63% | 26.18%-21.5pp | 20.47%-15.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,405 | $3,160-55.5% | $2,525-44.3% | $4,869-71.1% |
| Participant deferral / active EE | $1,405 | $4,160-66.2% | $3,458-59.4% | $5,287-73.4% |
| Admin fee / account holder | $760 | $5,272-85.6% | $4,138-81.6% | $10,132-92.5% |