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 5-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 | $12,161 | $111,754-89.1% | $103,333-88.2% | $145,922-91.7% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 13.62% | 24.77%-11.1pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,371 | $4,212-67.5% | $3,868-64.6% | $4,660-70.6% |
| Participant deferral / active EE | $2,200 | $5,619-60.8% | $5,057-56.5% | $6,688-67.1% |
| Admin fee / account holder | $1,657 | $9,750-83.0% | $8,355-80.2% | $13,397-87.6% |