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 | $18,569 | $84,233-78.0% | $170,442-89.1% | $70,131-73.5% |
| Participation rate | 82.1% | 70.8%+11.3pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 14.25% | 23.06%-8.8pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,286 | $3,387-62.0% | $5,433-76.3% | $2,342-45.1% |
| Participant deferral / active EE | $1,560 | $3,086-49.5% | $4,939-68.4% | $3,332-53.2% |
| Admin fee / account holder | $3,827 | $5,698-32.8% | $13,880-72.4% | $4,645-17.6% |