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 | $56,680 | $96,557-41.3% | $80,975-30.0% | $273,961-79.3% |
| Participation rate | 70.0% | 79.1%-9.1pp | 75.8%-5.8pp | 83.0%-13.0pp |
| Annual return | 6.07% | 15.14%-9.1pp | 17.10%-11.0pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,091 | $4,868-57.0% | $3,714-43.7% | $4,869-57.0% |
| Participant deferral / active EE | $3,796 | $6,598-42.5% | $5,696-33.4% | $5,287-28.2% |
| Admin fee / account holder | $315 | $7,492-95.8% | $5,516-94.3% | $10,132-96.9% |