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 | $18,169 | $106,584-83.0% | $101,326-82.1% | $142,382-87.2% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 17.65% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,196 | $3,956-44.5% | $3,665-40.1% | $4,299-48.9% |
| Participant deferral / active EE | $4,533 | $8,297-45.4% | $7,994-43.3% | $6,507-30.3% |
| Admin fee / account holder | $2,980 | $11,446-74.0% | $11,185-73.4% | $12,624-76.4% |