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 | $21,431 | $61,272-65.0% | $149,673-85.7% | $71,457-70.0% |
| Participation rate | 90.4% | 62.5%+27.8pp | 78.8%+11.6pp | 67.9%+22.4pp |
| Annual return | 20.59% | 35.85%-15.3pp | 134.42%-113.8pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,274 | $2,378-46.4% | $4,818-73.6% | $2,588-50.8% |
| Participant deferral / active EE | $2,505 | $2,917-14.1% | $5,680-55.9% | $4,289-41.6% |
| Admin fee / account holder | $1,136 | $1,261-10.0% | $13,210-91.4% | $1,587-28.4% |