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 5-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 | $28,077 | $117,841-76.2% | $102,423-72.6% | $145,922-80.8% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.4pp |
| Annual return | 11.03% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,767 | $3,615-51.1% | $3,023-41.5% | $4,660-62.1% |
| Participant deferral / active EE | $3,338 | $5,731-41.8% | $5,053-33.9% | $6,688-50.1% |
| Admin fee / account holder | $1,797 | $13,326-86.5% | $9,451-81.0% | $13,397-86.6% |