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 | $117,983-79.0% | $101,794-75.6% | $142,382-82.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 13.24% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,037 | $2,773-62.6% | $2,289-54.7% | $4,299-75.9% |
| Participant deferral / active EE | $2,938 | $4,714-37.7% | $4,084-28.1% | $6,507-54.8% |
| Admin fee / account holder | $1,725 | $10,433-83.5% | $8,777-80.3% | $12,624-86.3% |