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 | $11,919 | $80,717-85.2% | $154,803-92.3% | $84,808-85.9% |
| Participation rate | 96.7% | 66.8%+29.9pp | 78.1%+18.6pp | 68.3%+28.4pp |
| Annual return | 66.07% | 37.96%+28.1pp | 58.88%+7.2pp | 40.90%+25.2pp |
| Employer contribution / active EE | $1,485 | $2,761-46.2% | $4,305-65.5% | $2,631-43.6% |
| Participant deferral / active EE | $4,458 | $3,303+35.0% | $5,540-19.5% | $4,212+5.8% |
| Admin fee / account holder | $797 | $6,746-88.2% | $14,329-94.4% | $7,344-89.1% |