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 | $22,462 | $127,065-82.3% | $113,168-80.2% | $142,382-84.2% |
| Participation rate | 72.7% | 79.2%-6.5pp | 76.6%-3.8pp | 80.1%-7.4pp |
| Annual return | 11.48% | 24.03%-12.5pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,109 | $3,442-67.8% | $2,975-62.7% | $4,299-74.2% |
| Participant deferral / active EE | $4,385 | $5,716-23.3% | $5,107-14.1% | $6,507-32.6% |
| Admin fee / account holder | $1,415 | $15,736-91.0% | $12,068-88.3% | $12,624-88.8% |