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 | $11,981 | $76,407-84.3% | $150,298-92.0% | $82,448-85.5% |
| Participation rate | 80.8% | 66.4%+14.4pp | 77.8%+3.0pp | 68.1%+12.7pp |
| Annual return | 26.32% | 39.99%-13.7pp | 62.79%-36.5pp | 41.64%-15.3pp |
| Employer contribution / active EE | $1,547 | $2,614-40.8% | $4,154-62.8% | $2,551-39.4% |
| Participant deferral / active EE | $2,540 | $3,214-21.0% | $5,453-53.4% | $4,139-38.6% |
| Admin fee / account holder | $363 | $6,352-94.3% | $14,116-97.4% | $7,234-95.0% |