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 | $68,737 | $84,233-18.4% | $170,442-59.7% | $70,131-2.0% |
| Participation rate | 86.0% | 70.8%+15.2pp | 83.6%+2.4pp | 69.5%+16.5pp |
| Annual return | 16.49% | 23.06%-6.6pp | 205.93%-189.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $945 | $3,387-72.1% | $5,433-82.6% | $2,342-59.6% |
| Participant deferral / active EE | $2,841 | $3,086-7.9% | $4,939-42.5% | $3,332-14.7% |
| Admin fee / account holder | $325 | $5,698-94.3% | $13,880-97.7% | $4,645-93.0% |