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 | $10,586 | $76,407-86.1% | $150,298-93.0% | $82,448-87.2% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 20.87% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,961 | $2,614-25.0% | $4,154-52.8% | $2,551-23.1% |
| Participant deferral / active EE | $2,490 | $3,214-22.5% | $5,453-54.3% | $4,139-39.8% |
| Admin fee / account holder | $2,734 | $6,352-57.0% | $14,116-80.6% | $7,234-62.2% |