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 | $17,727 | $84,233-79.0% | $170,442-89.6% | $70,131-74.7% |
| Participation rate | 70.6% | 70.8%-0.2pp | 83.6%-13.0pp | 69.5%+1.0pp |
| Annual return | 21.99% | 23.06%-1.1pp | 205.93%-183.9pp | 73.14%-51.1pp |
| Employer contribution / active EE | $887 | $3,387-73.8% | $5,433-83.7% | $2,342-62.1% |
| Participant deferral / active EE | $3,007 | $3,086-2.5% | $4,939-39.1% | $3,332-9.7% |
| Admin fee / account holder | $1,649 | $5,698-71.1% | $13,880-88.1% | $4,645-64.5% |