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 | $27,596 | $78,672-64.9% | $109,143-74.7% | $85,850-67.9% |
| Participation rate | 71.6% | 68.3%+3.4pp | 75.9%-4.2pp | 69.3%+2.3pp |
| Annual return | 14.79% | 25.09%-10.3pp | 25.75%-11.0pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,822 | $2,735-33.4% | $3,722-51.1% | $2,565-29.0% |
| Participant deferral / active EE | $3,267 | $3,467-5.8% | $4,653-29.8% | $3,952-17.3% |
| Admin fee / account holder | $463 | $5,469-91.5% | $6,752-93.1% | $6,260-92.6% |