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 | $20,393 | $101,069-79.8% | $81,478-75.0% | $147,584-86.2% |
| Participation rate | 90.5% | 74.5%+16.0pp | 68.0%+22.5pp | 82.8%+7.6pp |
| Annual return | 16.61% | 32.40%-15.8pp | 38.78%-22.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,706 | $3,205-15.6% | $2,568+5.4% | $4,876-44.5% |
| Participant deferral / active EE | $5,078 | $4,242+19.7% | $3,537+43.6% | $5,439-6.6% |
| Admin fee / account holder | $3,201 | $5,812-44.9% | $4,561-29.8% | $10,885-70.6% |