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 | $10,717 | $60,022-82.1% | $88,946-88.0% | $84,808-87.4% |
| Participation rate | 83.9% | 57.8%+26.0pp | 68.8%+15.0pp | 68.3%+15.6pp |
| Annual return | 22.17% | 22.43%-0.3pp | 57.82%-35.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,427 | $1,703-16.2% | $2,555-44.2% | $2,631-45.8% |
| Participant deferral / active EE | $2,595 | $3,114-16.7% | $4,581-43.4% | $4,212-38.4% |
| Admin fee / account holder | $1,011 | $4,811-79.0% | $8,261-87.8% | $7,344-86.2% |