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 | $20,980 | $76,552-72.6% | $123,892-83.1% | $62,891-66.6% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 11.81% | 18.68%-6.9pp | 47.52%-35.7pp | 20.14%-8.3pp |
| Employer contribution / active EE | $1,814 | $2,883-37.1% | $4,617-60.7% | $2,281-20.5% |
| Participant deferral / active EE | $5,478 | $4,840+13.2% | $5,984-8.5% | $3,203+71.0% |
| Admin fee / account holder | $1,793 | $4,826-62.8% | $8,357-78.5% | $4,296-58.3% |