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 | $30,427 | $84,233-63.9% | $170,442-82.1% | $70,131-56.6% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 18.00% | 23.06%-5.1pp | 205.93%-187.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,853 | $3,387-45.3% | $5,433-65.9% | $2,342-20.9% |
| Participant deferral / active EE | $4,296 | $3,086+39.2% | $4,939-13.0% | $3,332+29.0% |
| Admin fee / account holder | $4,216 | $5,698-26.0% | $13,880-69.6% | $4,645-9.2% |