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 | $24,823 | $112,729-78.0% | $98,716-74.9% | $137,256-81.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 13.24% | 38.48%-25.2pp | 31.81%-18.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,037 | $2,725-62.0% | $2,279-54.5% | $4,156-75.0% |
| Participant deferral / active EE | $2,938 | $4,640-36.7% | $4,048-27.4% | $6,407-54.1% |
| Admin fee / account holder | $1,725 | $10,129-83.0% | $8,703-80.2% | $12,270-85.9% |