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 | $13,552 | $77,899-82.6% | $149,673-90.9% | $75,163-82.0% |
| Participation rate | 86.8% | 65.6%+21.2pp | 78.8%+8.0pp | 67.2%+19.6pp |
| Annual return | 19.08% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,911 | $3,137-39.1% | $4,818-60.3% | $2,670-28.4% |
| Participant deferral / active EE | $3,201 | $3,411-6.1% | $5,680-43.6% | $4,125-22.4% |
| Admin fee / account holder | $648 | $5,956-89.1% | $13,210-95.1% | $5,651-88.5% |