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 | $24,884 | $117,983-78.9% | $101,794-75.6% | $142,382-82.5% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 17.43% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,039 | $2,773-26.4% | $2,289-10.9% | $4,299-52.6% |
| Participant deferral / active EE | $3,686 | $4,714-21.8% | $4,084-9.7% | $6,507-43.4% |
| Admin fee / account holder | $1,830 | $10,433-82.5% | $8,777-79.2% | $12,624-85.5% |