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 10-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 | $19,421 | $161,352-88.0% | $134,172-85.5% | $137,256-85.9% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 15.91% | 28.72%-12.8pp | 25.30%-9.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,355 | $4,099-18.1% | $3,420-1.9% | $4,156-19.3% |
| Participant deferral / active EE | $4,930 | $5,552-11.2% | $4,690+5.1% | $6,407-23.0% |
| Admin fee / account holder | $23,101 | $15,028+53.7% | $12,016+92.3% | $12,270+88.3% |