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 | $9,811 | $60,892-83.9% | $82,389-88.1% | $84,808-88.4% |
| Participation rate | 90.0% | 63.3%+26.7pp | 69.5%+20.5pp | 68.3%+21.7pp |
| Annual return | 31.29% | 37.29%-6.0pp | 28.67%+2.6pp | 40.90%-9.6pp |
| Employer contribution / active EE | $1,229 | $1,779-30.9% | $2,517-51.2% | $2,631-53.3% |
| Participant deferral / active EE | $3,635 | $3,179+14.3% | $4,155-12.5% | $4,212-13.7% |
| Admin fee / account holder | $2,659 | $5,467-51.4% | $7,231-63.2% | $7,344-63.8% |