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 | $25,325 | $90,503-72.0% | $78,689-67.8% | $273,961-90.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.64% | 75.60%-67.0pp | 62.18%-53.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,312 | $3,176-27.2% | $2,851-18.9% | $4,869-52.5% |
| Participant deferral / active EE | $3,830 | $3,901-1.8% | $3,517+8.9% | $5,287-27.6% |
| Admin fee / account holder | $2,417 | $5,263-54.1% | $4,510-46.4% | $10,132-76.1% |