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 | $19,655 | $111,754-82.4% | $103,333-81.0% | $145,922-86.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.22% | 24.77%-6.5pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,818 | $4,212-33.1% | $3,868-27.1% | $4,660-39.5% |
| Participant deferral / active EE | $8,884 | $5,619+58.1% | $5,057+75.7% | $6,688+32.8% |
| Admin fee / account holder | $1,035 | $9,750-89.4% | $8,355-87.6% | $13,397-92.3% |