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 | $22,253 | $107,015-79.2% | $73,545-69.7% | $147,584-84.9% |
| Participation rate | 70.0% | 66.4%+3.6pp | 54.9%+15.1pp | 82.8%-12.8pp |
| Annual return | 20.01% | 38.25%-18.2pp | -15.16%+35.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $673 | $1,760-61.8% | $1,219-44.8% | $4,876-86.2% |
| Participant deferral / active EE | $5,315 | $2,462+115.9% | $1,806+194.3% | $5,439-2.3% |
| Admin fee / account holder | $410 | $3,055-86.6% | $2,320-82.3% | $10,885-96.2% |