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 3-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 | $17,783 | $80,717-78.0% | $154,803-88.5% | $84,808-79.0% |
| Participation rate | 86.5% | 66.8%+19.7pp | 78.1%+8.4pp | 68.3%+18.2pp |
| Annual return | 25.06% | 37.96%-12.9pp | 58.88%-33.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $2,044 | $2,761-26.0% | $4,305-52.5% | $2,631-22.3% |
| Participant deferral / active EE | $4,219 | $3,303+27.7% | $5,540-23.9% | $4,212+0.2% |
| Admin fee / account holder | $750 | $6,746-88.9% | $14,329-94.8% | $7,344-89.8% |