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 | $21,739 | $64,839-66.5% | $95,585-77.3% | $84,808-74.4% |
| Participation rate | 75.0% | 63.8%+11.2pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 23.38% | -670.96%+694.3pp | 38.56%-15.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,738 | $1,759-1.2% | $2,527-31.2% | $2,631-33.9% |
| Participant deferral / active EE | $2,352 | $2,965-20.7% | $4,023-41.5% | $4,212-44.2% |
| Admin fee / account holder | $1,138 | $5,964-80.9% | $6,127-81.4% | $7,344-84.5% |