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 | $47,513 | $90,503-47.5% | $78,689-39.6% | $273,961-82.7% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 9.93% | 75.60%-65.7pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,618 | $3,176-49.1% | $2,851-43.3% | $4,869-66.8% |
| Participant deferral / active EE | $2,883 | $3,901-26.1% | $3,517-18.0% | $5,287-45.5% |
| Admin fee / account holder | $3,721 | $5,263-29.3% | $4,510-17.5% | $10,132-63.3% |