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 | $25,041 | $109,881-77.2% | $150,045-83.3% | $84,808-70.5% |
| Participation rate | 83.9% | 76.1%+7.8pp | 82.3%+1.5pp | 68.3%+15.6pp |
| Annual return | 17.27% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $907 | $3,561-74.5% | $4,693-80.7% | $2,631-65.5% |
| Participant deferral / active EE | $3,756 | $6,636-43.4% | $7,997-53.0% | $4,212-10.8% |
| Admin fee / account holder | $946 | $8,568-89.0% | $13,435-93.0% | $7,344-87.1% |