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 | $21,845 | $111,754-80.5% | $103,333-78.9% | $145,922-85.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 17.42% | 24.77%-7.3pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,587 | $4,212-38.6% | $3,868-33.1% | $4,660-44.5% |
| Participant deferral / active EE | $5,554 | $5,619-1.2% | $5,057+9.8% | $6,688-17.0% |
| Admin fee / account holder | $438 | $9,750-95.5% | $8,355-94.8% | $13,397-96.7% |