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 | $12,662 | $60,892-79.2% | $82,389-84.6% | $84,808-85.1% |
| Participation rate | 76.9% | 63.3%+13.7pp | 69.5%+7.4pp | 68.3%+8.6pp |
| Annual return | 20.47% | 37.29%-16.8pp | 28.67%-8.2pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,103 | $1,779-38.0% | $2,517-56.2% | $2,631-58.1% |
| Participant deferral / active EE | $2,362 | $3,179-25.7% | $4,155-43.1% | $4,212-43.9% |
| Admin fee / account holder | $846 | $5,467-84.5% | $7,231-88.3% | $7,344-88.5% |