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 | $11,344 | $80,717-85.9% | $154,803-92.7% | $84,808-86.6% |
| Participation rate | 81.8% | 66.8%+15.0pp | 78.1%+3.7pp | 68.3%+13.5pp |
| Annual return | 20.28% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,091 | $2,761-60.5% | $4,305-74.7% | $2,631-58.5% |
| Participant deferral / active EE | $2,614 | $3,303-20.9% | $5,540-52.8% | $4,212-37.9% |
| Admin fee / account holder | $1,920 | $6,746-71.5% | $14,329-86.6% | $7,344-73.9% |