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 | $35,351 | $79,171-55.3% | $102,423-65.5% | $74,495-52.5% |
| Participation rate | 79.0% | 74.8%+4.2pp | 76.5%+2.6pp | 67.2%+11.8pp |
| Annual return | 12.95% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,620 | $2,362-31.4% | $3,023-46.4% | $2,623-38.2% |
| Participant deferral / active EE | $3,221 | $4,415-27.0% | $5,053-36.2% | $4,346-25.9% |
| Admin fee / account holder | $2,657 | $2,001+32.8% | $9,451-71.9% | $1,942+36.8% |