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 | $23,140 | $104,251-77.8% | $91,001-74.6% | $147,584-84.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 20.98% | 27.06%-6.1pp | 4.60%+16.4pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,206 | $3,116-29.2% | $2,456-10.2% | $4,876-54.8% |
| Participant deferral / active EE | $6,733 | $4,195+60.5% | $3,547+89.8% | $5,439+23.8% |
| Admin fee / account holder | $3,642 | $8,948-59.3% | $5,417-32.8% | $10,885-66.5% |