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 | $24,552 | $104,251-76.4% | $91,001-73.0% | $147,584-83.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 21.30% | 27.06%-5.8pp | 4.60%+16.7pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,515 | $3,116-51.4% | $2,456-38.3% | $4,876-68.9% |
| Participant deferral / active EE | $4,021 | $4,195-4.2% | $3,547+13.3% | $5,439-26.1% |
| Admin fee / account holder | $1,741 | $8,948-80.5% | $5,417-67.9% | $10,885-84.0% |