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 | $39,252 | $176,377-77.7% | $134,143-70.7% | $158,922-75.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.01% | 63.63%-49.6pp | 36.33%-22.3pp | 302.83%-288.8pp |
| Employer contribution / active EE | $678 | $5,040-86.5% | $3,704-81.7% | $4,761-85.8% |
| Participant deferral / active EE | $4,615 | $4,091+12.8% | $3,499+31.9% | $5,982-22.9% |
| Admin fee / account holder | $817 | $8,718-90.6% | $6,684-87.8% | $11,246-92.7% |