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 | $17,576 | $100,773-82.6% | $88,946-80.2% | $142,382-87.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 30.38% | 70.18%-39.8pp | 57.82%-27.4pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,957 | $2,918-32.9% | $2,555-23.4% | $4,299-54.5% |
| Participant deferral / active EE | $2,462 | $5,230-52.9% | $4,581-46.3% | $6,507-62.2% |
| Admin fee / account holder | $2,687 | $9,693-72.3% | $8,261-67.5% | $12,624-78.7% |