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 | $9,954 | $57,590-82.7% | $86,233-88.5% | $82,448-87.9% |
| Participation rate | 97.7% | 57.9%+39.9pp | 69.0%+28.7pp | 68.1%+29.7pp |
| Annual return | 27.77% | 22.41%+5.4pp | 61.39%-33.6pp | 41.64%-13.9pp |
| Employer contribution / active EE | $1,576 | $1,655-4.8% | $2,504-37.1% | $2,551-38.2% |
| Participant deferral / active EE | $3,237 | $3,080+5.1% | $4,559-29.0% | $4,139-21.8% |
| Admin fee / account holder | $923 | $4,730-80.5% | $8,342-88.9% | $7,234-87.2% |