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 | $57,731 | $95,803-39.7% | $113,168-49.0% | $84,808-31.9% |
| Participation rate | 75.6% | 72.9%+2.7pp | 76.6%-1.0pp | 68.3%+7.2pp |
| Annual return | 14.32% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,257 | $2,360-46.7% | $2,975-57.8% | $2,631-52.2% |
| Participant deferral / active EE | $2,907 | $4,242-31.5% | $5,107-43.1% | $4,212-31.0% |
| Admin fee / account holder | $710 | $8,989-92.1% | $12,068-94.1% | $7,344-90.3% |