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 | $26,722 | $89,753-70.2% | $107,525-75.1% | $84,808-68.5% |
| Participation rate | 71.1% | 68.1%+3.1pp | 75.1%-4.0pp | 68.3%+2.8pp |
| Annual return | 17.01% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,963 | $3,113-36.9% | $3,754-47.7% | $2,631-25.4% |
| Participant deferral / active EE | $4,139 | $4,056+2.0% | $5,116-19.1% | $4,212-1.7% |
| Admin fee / account holder | $2,722 | $7,222-62.3% | $8,919-69.5% | $7,344-62.9% |