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 | $43,605 | $90,503-51.8% | $78,689-44.6% | $273,961-84.1% |
| Participation rate | 87.0% | 76.5%+10.4pp | 73.6%+13.4pp | 83.0%+3.9pp |
| Annual return | 6.79% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $179 | $3,176-94.4% | $2,851-93.7% | $4,869-96.3% |
| Participant deferral / active EE | $2,997 | $3,901-23.2% | $3,517-14.8% | $5,287-43.3% |
| Admin fee / account holder | $1,818 | $5,263-65.5% | $4,510-59.7% | $10,132-82.1% |