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 | $32,973 | $117,841-72.0% | $102,423-67.8% | $145,922-77.4% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 11.73% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,720 | $3,615-52.4% | $3,023-43.1% | $4,660-63.1% |
| Participant deferral / active EE | $5,815 | $5,731+1.5% | $5,053+15.1% | $6,688-13.0% |
| Admin fee / account holder | $1,721 | $13,326-87.1% | $9,451-81.8% | $13,397-87.2% |