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 | $21,210 | $90,503-76.6% | $78,689-73.0% | $273,961-92.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 9.61% | 75.60%-66.0pp | 62.18%-52.6pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,723 | $3,176-45.8% | $2,851-39.6% | $4,869-64.6% |
| Participant deferral / active EE | $3,209 | $3,901-17.8% | $3,517-8.8% | $5,287-39.3% |
| Admin fee / account holder | $1,189 | $5,263-77.4% | $4,510-73.6% | $10,132-88.3% |