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 | $52,804 | $65,365-19.2% | $92,893-43.2% | $72,985-27.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.66% | 42.10%-24.4pp | 109.41%-91.8pp | 81.00%-63.3pp |
| Employer contribution / active EE | $611 | $2,594-76.5% | $3,653-83.3% | $2,440-75.0% |
| Participant deferral / active EE | $4,365 | $3,128+39.5% | $4,236+3.0% | $3,607+21.0% |
| Admin fee / account holder | $840 | $4,251-80.2% | $5,794-85.5% | $5,124-83.6% |