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 | $8,930 | $80,717-88.9% | $154,803-94.2% | $84,808-89.5% |
| Participation rate | 94.0% | 66.8%+27.2pp | 78.1%+15.9pp | 68.3%+25.7pp |
| Annual return | 22.63% | 37.96%-15.3pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,581 | $2,761-6.5% | $4,305-40.1% | $2,631-1.9% |
| Participant deferral / active EE | $3,050 | $3,303-7.7% | $5,540-44.9% | $4,212-27.6% |
| Admin fee / account holder | $1,279 | $6,746-81.0% | $14,329-91.1% | $7,344-82.6% |