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 | $23,603 | $104,251-77.4% | $91,001-74.1% | $147,584-84.0% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 18.23% | 27.06%-8.8pp | 4.60%+13.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,145 | $3,116-63.3% | $2,456-53.4% | $4,876-76.5% |
| Participant deferral / active EE | $1,471 | $4,195-64.9% | $3,547-58.5% | $5,439-72.9% |
| Admin fee / account holder | $758 | $8,948-91.5% | $5,417-86.0% | $10,885-93.0% |