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 | $16,852 | $111,754-84.9% | $103,333-83.7% | $145,922-88.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.26% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,754 | $4,212-58.4% | $3,868-54.6% | $4,660-62.4% |
| Participant deferral / active EE | $11,254 | $5,619+100.3% | $5,057+122.5% | $6,688+68.3% |
| Admin fee / account holder | $2,222 | $9,750-77.2% | $8,355-73.4% | $13,397-83.4% |