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 | $50,338 | $93,346-46.1% | $71,796-29.9% | $273,961-81.6% |
| Participation rate | 70.8% | 76.5%-5.7pp | 69.1%+1.7pp | 83.0%-12.2pp |
| Annual return | 7.87% | 130.39%-122.5pp | 78.04%-70.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $400 | $2,733-85.4% | $1,924-79.2% | $4,869-91.8% |
| Participant deferral / active EE | $1,044 | $3,475-70.0% | $2,794-62.6% | $5,287-80.2% |
| Admin fee / account holder | $1,694 | $6,571-74.2% | $4,815-64.8% | $10,132-83.3% |