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 | $80,717-85.2% | $154,803-92.3% | $84,808-85.9% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 26.32% | 37.96%-11.6pp | 58.88%-32.6pp | 40.90%-14.6pp |
| Employer contribution / active EE | $1,547 | $2,761-44.0% | $4,305-64.1% | $2,631-41.2% |
| Participant deferral / active EE | $2,540 | $3,303-23.1% | $5,540-54.2% | $4,212-39.7% |
| Admin fee / account holder | $363 | $6,746-94.6% | $14,329-97.5% | $7,344-95.1% |