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 | $14,273 | $100,773-85.8% | $88,946-84.0% | $142,382-90.0% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.8%+26.6pp | 80.1%+15.3pp |
| Annual return | 24.14% | 70.18%-46.0pp | 57.82%-33.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,585 | $2,918-11.4% | $2,555+1.2% | $4,299-39.9% |
| Participant deferral / active EE | $4,319 | $5,230-17.4% | $4,581-5.7% | $6,507-33.6% |
| Admin fee / account holder | $763 | $9,693-92.1% | $8,261-90.8% | $12,624-94.0% |