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 | $24,104 | $232,540-89.6% | $185,117-87.0% | $147,584-83.7% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.2pp | 82.8%+12.6pp |
| Annual return | 7.52% | 43.03%-35.5pp | 40.50%-33.0pp | 578.55%-571.0pp |
| Employer contribution / active EE | $1,339 | $5,195-74.2% | $4,182-68.0% | $4,876-72.5% |
| Participant deferral / active EE | $1,116 | $5,834-80.9% | $5,045-77.9% | $5,439-79.5% |
| Admin fee / account holder | $1,771 | $10,275-82.8% | $8,159-78.3% | $10,885-83.7% |