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 | $26,266 | $111,754-76.5% | $103,333-74.6% | $145,922-82.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 25.08% | 24.77%+0.3pp | 24.88%+0.2pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,771 | $4,212-58.0% | $3,868-54.2% | $4,660-62.0% |
| Participant deferral / active EE | $4,347 | $5,619-22.6% | $5,057-14.1% | $6,688-35.0% |
| Admin fee / account holder | $1,574 | $9,750-83.9% | $8,355-81.2% | $13,397-88.3% |