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 | $23,226 | $80,717-71.2% | $154,803-85.0% | $84,808-72.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 78.1%-8.1pp | 68.3%+1.7pp |
| Annual return | 27.15% | 37.96%-10.8pp | 58.88%-31.7pp | 40.90%-13.7pp |
| Employer contribution / active EE | $2,498 | $2,761-9.5% | $4,305-42.0% | $2,631-5.1% |
| Participant deferral / active EE | $4,519 | $3,303+36.8% | $5,540-18.4% | $4,212+7.3% |
| Admin fee / account holder | $1,126 | $6,746-83.3% | $14,329-92.1% | $7,344-84.7% |