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 | $104,974-90.2% | $95,585-89.3% | $142,382-92.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 20.58% | 210.33%-189.7pp | 38.56%-18.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,393 | $2,779-49.9% | $2,527-44.9% | $4,299-67.6% |
| Participant deferral / active EE | $2,888 | $4,352-33.6% | $4,023-28.2% | $6,507-55.6% |
| Admin fee / account holder | $2,601 | $6,386-59.3% | $6,127-57.6% | $12,624-79.4% |