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 | $11,997 | $81,248-85.2% | $155,509-92.3% | $80,856-85.2% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.5pp | 67.6%+13.0pp |
| Annual return | 27.22% | 33.31%-6.1pp | 64.67%-37.4pp | 35.59%-8.4pp |
| Employer contribution / active EE | $1,095 | $3,100-64.7% | $4,672-76.6% | $2,755-60.3% |
| Participant deferral / active EE | $3,253 | $3,452-5.8% | $5,626-42.2% | $4,296-24.3% |
| Admin fee / account holder | $305 | $7,997-96.2% | $15,912-98.1% | $6,918-95.6% |