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 | $15,512 | $169,032-90.8% | $129,207-88.0% | $145,922-89.4% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 10.77% | 14330.11%-14319.3pp | 9417.33%-9406.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,408 | $5,537-74.6% | $4,153-66.1% | $4,660-69.8% |
| Participant deferral / active EE | $3,417 | $4,987-31.5% | $4,168-18.0% | $6,688-48.9% |
| Admin fee / account holder | $2,312 | $9,954-76.8% | $7,715-70.0% | $13,397-82.7% |