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 | $22,781 | $103,949-78.1% | $69,182-67.1% | $273,961-91.7% |
| Participation rate | 87.5% | 67.4%+20.1pp | 55.1%+32.4pp | 83.0%+4.5pp |
| Annual return | 7.57% | 35.28%-27.7pp | -21.93%+29.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $3,276 | $1,783+83.7% | $1,206+171.6% | $4,869-32.7% |
| Participant deferral / active EE | $9,644 | $2,716+255.0% | $1,897+408.4% | $5,287+82.4% |
| Admin fee / account holder | $968 | $3,671-73.6% | $2,697-64.1% | $10,132-90.4% |