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 | $20,348 | $84,233-75.8% | $170,442-88.1% | $70,131-71.0% |
| Participation rate | 92.0% | 70.8%+21.2pp | 83.6%+8.4pp | 69.5%+22.5pp |
| Annual return | 15.76% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,568 | $3,387-24.2% | $5,433-52.7% | $2,342+9.6% |
| Participant deferral / active EE | $2,126 | $3,086-31.1% | $4,939-57.0% | $3,332-36.2% |
| Admin fee / account holder | $955 | $5,698-83.2% | $13,880-93.1% | $4,645-79.4% |