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 | $23,894 | $97,125-75.4% | $86,233-72.3% | $137,256-82.6% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.0%+19.2pp | 80.0%+8.3pp |
| Annual return | 18.50% | 74.19%-55.7pp | 61.39%-42.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,449 | $2,841-49.0% | $2,504-42.2% | $4,156-65.1% |
| Participant deferral / active EE | $2,069 | $5,180-60.1% | $4,559-54.6% | $6,407-67.7% |
| Admin fee / account holder | $4,445 | $9,725-54.3% | $8,342-46.7% | $12,270-63.8% |