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 | $27,477 | $95,266-71.2% | $82,389-66.6% | $142,382-80.7% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.5%+0.5pp | 80.1%-10.1pp |
| Annual return | 11.71% | 25.74%-14.0pp | 28.67%-17.0pp | 217.08%-205.4pp |
| Employer contribution / active EE | $561 | $2,991-81.2% | $2,517-77.7% | $4,299-87.0% |
| Participant deferral / active EE | $2,591 | $4,809-46.1% | $4,155-37.6% | $6,507-60.2% |
| Admin fee / account holder | $9,448 | $8,563+10.3% | $7,231+30.7% | $12,624-25.2% |