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 | $21,163 | $111,754-81.1% | $103,333-79.5% | $145,922-85.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 19.44% | 24.77%-5.3pp | 24.88%-5.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $5,241 | $4,212+24.4% | $3,868+35.5% | $4,660+12.5% |
| Participant deferral / active EE | $8,463 | $5,619+50.6% | $5,057+67.3% | $6,688+26.5% |
| Admin fee / account holder | $2,014 | $9,750-79.3% | $8,355-75.9% | $13,397-85.0% |