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 | $14,473 | $87,166-83.4% | $76,735-81.1% | $137,256-89.5% |
| Participation rate | 83.3% | 74.4%+9.0pp | 69.5%+13.8pp | 80.0%+3.4pp |
| Annual return | 17.64% | 26.50%-8.9pp | 29.77%-12.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,792 | $2,904-38.3% | $2,454-27.0% | $4,156-56.9% |
| Participant deferral / active EE | $3,187 | $4,726-32.6% | $4,088-22.0% | $6,407-50.3% |
| Admin fee / account holder | $2,431 | $8,403-71.1% | $7,189-66.2% | $12,270-80.2% |