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 | $86,827 | $72,404+19.9% | $110,238-21.2% | $64,186+35.3% |
| Participation rate | 81.3% | 73.3%+8.0pp | 79.8%+1.5pp | 69.6%+11.8pp |
| Annual return | 17.51% | -6.29%+23.8pp | 314.74%-297.2pp | 7.63%+9.9pp |
| Employer contribution / active EE | $1,491 | $2,282-34.6% | $3,826-61.0% | $2,381-37.4% |
| Participant deferral / active EE | $3,162 | $3,469-8.9% | $4,672-32.3% | $3,470-8.9% |
| Admin fee / account holder | $372 | $5,664-93.4% | $8,547-95.6% | $4,888-92.4% |