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 | $48,905 | $84,233-41.9% | $170,442-71.3% | $70,131-30.3% |
| Participation rate | 70.4% | 70.8%-0.5pp | 83.6%-13.2pp | 69.5%+0.8pp |
| Annual return | 13.82% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $593 | $3,387-82.5% | $5,433-89.1% | $2,342-74.7% |
| Participant deferral / active EE | $2,611 | $3,086-15.4% | $4,939-47.1% | $3,332-21.6% |
| Admin fee / account holder | $315 | $5,698-94.5% | $13,880-97.7% | $4,645-93.2% |