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 | $88,672-69.9% | $105,223-74.6% | $82,448-67.6% |
| Participation rate | 71.1% | 67.9%+3.2pp | 75.0%-3.9pp | 68.1%+3.0pp |
| Annual return | 17.01% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,963 | $3,048-35.6% | $3,689-46.8% | $2,551-23.0% |
| Participant deferral / active EE | $4,139 | $4,036+2.6% | $5,072-18.4% | $4,1390% |
| Admin fee / account holder | $2,722 | $7,146-61.9% | $8,859-69.3% | $7,234-62.4% |