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 | $28,644 | $84,233-66.0% | $170,442-83.2% | $70,131-59.2% |
| Participation rate | 91.7% | 70.8%+20.8pp | 83.6%+8.1pp | 69.5%+22.1pp |
| Annual return | 15.08% | 23.06%-8.0pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,228 | $3,387-34.2% | $5,433-59.0% | $2,342-4.9% |
| Participant deferral / active EE | $3,323 | $3,086+7.7% | $4,939-32.7% | $3,332-0.3% |
| Admin fee / account holder | $1,186 | $5,698-79.2% | $13,880-91.5% | $4,645-74.5% |