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 | $12,481 | $94,338-86.8% | $100,534-87.6% | $142,382-91.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 80.6%+8.3pp | 80.1%+8.8pp |
| Annual return | 27.79% | 29.20%-1.4pp | 32.66%-4.9pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,941 | $4,237-54.2% | $4,346-55.3% | $4,299-54.9% |
| Participant deferral / active EE | $4,861 | $5,934-18.1% | $6,144-20.9% | $6,507-25.3% |
| Admin fee / account holder | $812 | $8,421-90.4% | $7,654-89.4% | $12,624-93.6% |