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 | $57,163 | $90,503-36.8% | $78,689-27.4% | $273,961-79.1% |
| Participation rate | 70.8% | 76.5%-5.7pp | 73.6%-2.7pp | 83.0%-12.2pp |
| Annual return | 9.25% | 75.60%-66.4pp | 62.18%-52.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $544 | $3,176-82.9% | $2,851-80.9% | $4,869-88.8% |
| Participant deferral / active EE | $2,177 | $3,901-44.2% | $3,517-38.1% | $5,287-58.8% |
| Admin fee / account holder | $390 | $5,263-92.6% | $4,510-91.4% | $10,132-96.2% |