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 | $12,147 | $117,983-89.7% | $101,794-88.1% | $142,382-91.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 17.50% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,522 | $2,773-9.0% | $2,289+10.2% | $4,299-41.3% |
| Participant deferral / active EE | $3,374 | $4,714-28.4% | $4,084-17.4% | $6,507-48.1% |
| Admin fee / account holder | $1,904 | $10,433-81.8% | $8,777-78.3% | $12,624-84.9% |