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 | $43,827 | $127,777-65.7% | $106,548-58.9% | $167,490-73.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 8.74% | 33.87%-25.1pp | 26.80%-18.1pp | 478.56%-469.8pp |
| Employer contribution / active EE | $2,494 | $3,427-27.2% | $2,819-11.5% | $4,837-48.5% |
| Participant deferral / active EE | $5,319 | $5,087+4.6% | $4,398+20.9% | $6,341-16.1% |
| Admin fee / account holder | $2,156 | $11,228-80.8% | $7,407-70.9% | $12,309-82.5% |