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 | $53,480 | $92,222-42.0% | $76,768-30.3% | $135,375-60.5% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | 11.55% | 5.46%+6.1pp | 2.43%+9.1pp | 519.73%-508.2pp |
| Employer contribution / active EE | $572 | $3,216-82.2% | $2,485-77.0% | $4,779-88.0% |
| Participant deferral / active EE | $2,429 | $4,509-46.1% | $3,852-36.9% | $5,609-56.7% |
| Admin fee / account holder | $2,130 | $10,748-80.2% | $6,675-68.1% | $10,827-80.3% |