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 | $20,227 | $117,983-82.9% | $101,794-80.1% | $142,382-85.8% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 21.06% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,319 | $2,773-52.4% | $2,289-42.4% | $4,299-69.3% |
| Participant deferral / active EE | $2,025 | $4,714-57.0% | $4,084-50.4% | $6,507-68.9% |
| Admin fee / account holder | $2,212 | $10,433-78.8% | $8,777-74.8% | $12,624-82.5% |