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 | $25,360 | $165,912-84.7% | $122,332-79.3% | $147,584-82.8% |
| Participation rate | 78.6% | 79.6%-1.0pp | 71.6%+6.9pp | 82.8%-4.3pp |
| Annual return | 17.91% | 34.55%-16.6pp | 30.27%-12.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,030 | $5,754-82.1% | $4,050-74.6% | $4,876-78.9% |
| Participant deferral / active EE | $2,012 | $4,005-49.8% | $3,287-38.8% | $5,439-63.0% |
| Admin fee / account holder | $395 | $7,424-94.7% | $5,478-92.8% | $10,885-96.4% |