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 | $10,710 | $104,974-89.8% | $95,585-88.8% | $142,382-92.5% |
| Participation rate | 78.9% | 75.0%+4.0pp | 72.1%+6.9pp | 80.1%-1.2pp |
| Annual return | 23.97% | 210.33%-186.4pp | 38.56%-14.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,403 | $2,779-49.5% | $2,527-44.5% | $4,299-67.4% |
| Participant deferral / active EE | $3,367 | $4,352-22.6% | $4,023-16.3% | $6,507-48.3% |
| Admin fee / account holder | $1,616 | $6,386-74.7% | $6,127-73.6% | $12,624-87.2% |