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 | $21,884 | $108,172-79.8% | $77,482-71.8% | $158,922-86.2% |
| Participation rate | 77.3% | 64.4%+12.8pp | 54.2%+23.1pp | 82.0%-4.7pp |
| Annual return | 8.13% | 31.67%-23.5pp | 54.79%-46.7pp | 302.83%-294.7pp |
| Employer contribution / active EE | $732 | $1,325-44.7% | $986-25.8% | $4,761-84.6% |
| Participant deferral / active EE | $2,138 | $2,456-13.0% | $1,861+14.9% | $5,982-64.3% |
| Admin fee / account holder | $1,920 | $3,708-48.2% | $2,858-32.8% | $11,246-82.9% |