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 | $24,588 | $111,814-78.0% | $103,374-76.2% | $145,959-83.2% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 12.64% | 24.77%-12.1pp | 24.89%-12.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $1,631 | $4,214-61.3% | $3,869-57.8% | $4,661-65.0% |
| Participant deferral / active EE | $2,175 | $5,618-61.3% | $5,058-57.0% | $6,689-67.5% |
| Admin fee / account holder | $1,386 | $9,754-85.8% | $8,394-83.5% | $13,398-89.7% |