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 | $20,722 | $83,337-75.1% | $67,834-69.5% | $273,961-92.4% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 4.11% | 259.45%-255.3pp | 138.47%-134.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,649 | $3,287-49.8% | $2,403-31.4% | $4,869-66.1% |
| Participant deferral / active EE | $2,102 | $4,088-48.6% | $3,160-33.5% | $5,287-60.2% |
| Admin fee / account holder | $2,890 | $6,752-57.2% | $4,622-37.5% | $10,132-71.5% |