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 | $30,514 | $79,449-61.6% | $189,557-83.9% | $85,850-64.5% |
| Participation rate | 90.8% | 66.0%+24.8pp | 78.4%+12.3pp | 69.3%+21.5pp |
| Annual return | 16.81% | 18.45%-1.6pp | 64.17%-47.4pp | 318.53%-301.7pp |
| Employer contribution / active EE | $679 | $2,081-67.4% | $4,412-84.6% | $2,565-73.5% |
| Participant deferral / active EE | $3,705 | $4,051-8.6% | $6,174-40.0% | $3,952-6.2% |
| Admin fee / account holder | $1,462 | $5,377-72.8% | $9,807-85.1% | $6,260-76.6% |