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 | $10,250 | $101,618-89.9% | $93,063-89.0% | $137,256-92.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 20.58% | 223.95%-203.4pp | 34.15%-13.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,393 | $2,707-48.5% | $2,476-43.7% | $4,156-66.5% |
| Participant deferral / active EE | $2,888 | $4,279-32.5% | $3,958-27.0% | $6,407-54.9% |
| Admin fee / account holder | $2,601 | $6,198-58.0% | $6,033-56.9% | $12,270-78.8% |