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 | $80,717-86.9% | $154,803-93.2% | $84,808-87.5% |
| Participation rate | 97.0% | 66.8%+30.2pp | 78.1%+18.9pp | 68.3%+28.7pp |
| Annual return | 20.87% | 37.96%-17.1pp | 58.88%-38.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,961 | $2,761-29.0% | $4,305-54.4% | $2,631-25.5% |
| Participant deferral / active EE | $2,490 | $3,303-24.6% | $5,540-55.1% | $4,212-40.9% |
| Admin fee / account holder | $2,734 | $6,746-59.5% | $14,329-80.9% | $7,344-62.8% |