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 | $16,624 | $108,172-84.6% | $77,482-78.5% | $158,922-89.5% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 14.76% | 31.67%-16.9pp | 54.79%-40.0pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,844 | $1,325+39.2% | $986+87.0% | $4,761-61.3% |
| Participant deferral / active EE | $5,787 | $2,456+135.6% | $1,861+210.9% | $5,982-3.3% |
| Admin fee / account holder | $1,147 | $3,708-69.1% | $2,858-59.8% | $11,246-89.8% |