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 | $15,611 | $80,717-80.7% | $154,803-89.9% | $84,808-81.6% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 22.53% | 37.96%-15.4pp | 58.88%-36.4pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,595 | $2,761-42.3% | $4,305-63.0% | $2,631-39.4% |
| Participant deferral / active EE | $2,359 | $3,303-28.6% | $5,540-57.4% | $4,212-44.0% |
| Admin fee / account holder | $356 | $6,746-94.7% | $14,329-97.5% | $7,344-95.2% |