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 | $27,126 | $112,729-75.9% | $98,716-72.5% | $137,256-80.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.48% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,945 | $2,725+8.1% | $2,279+29.2% | $4,156-29.1% |
| Participant deferral / active EE | $3,681 | $4,640-20.7% | $4,048-9.1% | $6,407-42.5% |
| Admin fee / account holder | $4,185 | $10,129-58.7% | $8,703-51.9% | $12,270-65.9% |