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 | $13,535 | $97,125-86.1% | $86,233-84.3% | $137,256-90.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 33.95% | 74.19%-40.2pp | 61.39%-27.4pp | 220.34%-186.4pp |
| Employer contribution / active EE | $1,319 | $2,841-53.6% | $2,504-47.3% | $4,156-68.3% |
| Participant deferral / active EE | $2,296 | $5,180-55.7% | $4,559-49.6% | $6,407-64.2% |
| Admin fee / account holder | $955 | $9,725-90.2% | $8,342-88.5% | $12,270-92.2% |