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 | $52,288 | $93,071-43.8% | $74,583-29.9% | $273,961-80.9% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 7.37% | 26.18%-18.8pp | 20.47%-13.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $70 | $3,160-97.8% | $2,525-97.2% | $4,869-98.6% |
| Participant deferral / active EE | $736 | $4,160-82.3% | $3,458-78.7% | $5,287-86.1% |
| Admin fee / account holder | $2,662 | $5,272-49.5% | $4,138-35.7% | $10,132-73.7% |