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 | $14,079 | $56,053-74.9% | $75,972-81.5% | $80,856-82.6% |
| Participation rate | 80.0% | 62.0%+18.0pp | 69.1%+10.9pp | 67.6%+12.4pp |
| Annual return | 14.16% | 20.53%-6.4pp | 359.55%-345.4pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,306 | $1,874-30.3% | $2,685-51.4% | $2,755-52.6% |
| Participant deferral / active EE | $2,558 | $3,052-16.2% | $4,255-39.9% | $4,296-40.5% |
| Admin fee / account holder | $1,419 | $5,234-72.9% | $6,467-78.0% | $6,918-79.5% |