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 | $12,323 | $97,125-87.3% | $86,233-85.7% | $137,256-91.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 24.80% | 74.19%-49.4pp | 61.39%-36.6pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,221 | $2,841-57.0% | $2,504-51.2% | $4,156-70.6% |
| Participant deferral / active EE | $3,343 | $5,180-35.5% | $4,559-26.7% | $6,407-47.8% |
| Admin fee / account holder | $810 | $9,725-91.7% | $8,342-90.3% | $12,270-93.4% |