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 | $100,970-82.0% | $96,576-81.2% | $137,256-86.8% |
| Participation rate | 92.9% | 82.6%+10.2pp | 81.4%+11.4pp | 80.0%+12.9pp |
| Annual return | 17.65% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,196 | $3,809-42.4% | $3,553-38.2% | $4,156-47.2% |
| Participant deferral / active EE | $4,533 | $8,286-45.3% | $7,956-43.0% | $6,407-29.2% |
| Admin fee / account holder | $2,980 | $11,312-73.7% | $11,381-73.8% | $12,270-75.7% |