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 | $19,585 | $113,339-82.7% | $94,993-79.4% | $147,584-86.7% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 14.40% | 20.77%-6.4pp | 27.12%-12.7pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,317 | $3,160-58.3% | $2,603-49.4% | $4,876-73.0% |
| Participant deferral / active EE | $7,438 | $3,777+96.9% | $3,317+124.2% | $5,439+36.8% |
| Admin fee / account holder | $1,116 | $6,063-81.6% | $4,960-77.5% | $10,885-89.7% |