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 3-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 | $11,135 | $80,717-86.2% | $154,803-92.8% | $84,808-86.9% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 45.02% | 37.96%+7.1pp | 58.88%-13.9pp | 40.90%+4.1pp |
| Employer contribution / active EE | $1,216 | $2,761-56.0% | $4,305-71.8% | $2,631-53.8% |
| Participant deferral / active EE | $1,799 | $3,303-45.5% | $5,540-67.5% | $4,212-57.3% |
| Admin fee / account holder | $413 | $6,746-93.9% | $14,329-97.1% | $7,344-94.4% |