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 | $24,974 | $95,416-73.8% | $185,823-86.6% | $85,850-70.9% |
| Participation rate | 84.9% | 68.8%+16.1pp | 81.7%+3.2pp | 69.3%+15.6pp |
| Annual return | 14.20% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,414 | $3,314-57.3% | $5,167-72.6% | $2,565-44.9% |
| Participant deferral / active EE | $4,367 | $3,423+27.6% | $5,568-21.6% | $3,952+10.5% |
| Admin fee / account holder | $4,882 | $7,213-32.3% | $16,237-69.9% | $6,260-22.0% |