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 | $23,050 | $84,233-72.6% | $170,442-86.5% | $70,131-67.1% |
| Participation rate | 81.0% | 70.8%+10.1pp | 83.6%-2.6pp | 69.5%+11.4pp |
| Annual return | 35.63% | 23.06%+12.6pp | 205.93%-170.3pp | 73.14%-37.5pp |
| Employer contribution / active EE | $1,418 | $3,387-58.1% | $5,433-73.9% | $2,342-39.4% |
| Participant deferral / active EE | $3,193 | $3,086+3.5% | $4,939-35.4% | $3,332-4.2% |
| Admin fee / account holder | $894 | $5,698-84.3% | $13,880-93.6% | $4,645-80.8% |