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 | $27,156 | $87,166-68.8% | $76,735-64.6% | $137,256-80.2% |
| Participation rate | 84.6% | 74.4%+10.3pp | 69.5%+15.1pp | 80.0%+4.7pp |
| Annual return | 16.10% | 26.50%-10.4pp | 29.77%-13.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,550 | $2,904-46.6% | $2,454-36.8% | $4,156-62.7% |
| Participant deferral / active EE | $3,909 | $4,726-17.3% | $4,088-4.4% | $6,407-39.0% |
| Admin fee / account holder | $1,921 | $8,403-77.1% | $7,189-73.3% | $12,270-84.3% |