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 | $12,779 | $112,729-88.7% | $98,716-87.1% | $137,256-90.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.09% | 38.48%-14.4pp | 31.81%-7.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,607 | $2,725-4.3% | $2,279+14.4% | $4,156-37.3% |
| Participant deferral / active EE | $3,681 | $4,640-20.7% | $4,048-9.1% | $6,407-42.5% |
| Admin fee / account holder | $4,413 | $10,129-56.4% | $8,703-49.3% | $12,270-64.0% |