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 | $21,888 | $103,376-78.8% | $87,100-74.9% | $152,861-85.7% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 17.39% | 28.10%-10.7pp | 28.19%-10.8pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,008 | $3,220-68.7% | $2,521-60.0% | $4,762-78.8% |
| Participant deferral / active EE | $2,406 | $4,778-49.6% | $4,049-40.6% | $5,850-58.9% |
| Admin fee / account holder | $3,919 | $12,205-67.9% | $7,497-47.7% | $11,596-66.2% |