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 | $33,922 | $117,983-71.2% | $101,794-66.7% | $142,382-76.2% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 21.00% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,909 | $2,773-31.2% | $2,289-16.6% | $4,299-55.6% |
| Participant deferral / active EE | $8,619 | $4,714+82.9% | $4,084+111.1% | $6,507+32.5% |
| Admin fee / account holder | $2,732 | $10,433-73.8% | $8,777-68.9% | $12,624-78.4% |