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 | $13,926 | $80,717-82.7% | $154,803-91.0% | $84,808-83.6% |
| Participation rate | 84.1% | 66.8%+17.3pp | 78.1%+6.1pp | 68.3%+15.8pp |
| Annual return | 18.14% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,567 | $2,761-43.3% | $4,305-63.6% | $2,631-40.4% |
| Participant deferral / active EE | $3,198 | $3,303-3.2% | $5,540-42.3% | $4,212-24.1% |
| Admin fee / account holder | $2,151 | $6,746-68.1% | $14,329-85.0% | $7,344-70.7% |