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 3-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 | $44,135 | $117,841-62.5% | $102,423-56.9% | $145,922-69.8% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 23.57% | 31.65%-8.1pp | 29.32%-5.8pp | 561.29%-537.7pp |
| Employer contribution / active EE | $1,824 | $3,615-49.5% | $3,023-39.7% | $4,660-60.8% |
| Participant deferral / active EE | $3,052 | $5,731-46.7% | $5,053-39.6% | $6,688-54.4% |
| Admin fee / account holder | $4,129 | $13,326-69.0% | $9,451-56.3% | $13,397-69.2% |