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 | $10,609 | $102,245-89.6% | $89,340-88.1% | $137,256-92.3% |
| Participation rate | 76.9% | 74.9%+2.0pp | 69.6%+7.4pp | 80.0%-3.0pp |
| Annual return | 31.26% | 21.89%+9.4pp | 20.57%+10.7pp | 220.34%-189.1pp |
| Employer contribution / active EE | $1,553 | $2,529-38.6% | $2,231-30.4% | $4,156-62.6% |
| Participant deferral / active EE | $2,839 | $4,436-36.0% | $3,823-25.7% | $6,407-55.7% |
| Admin fee / account holder | $370 | $8,085-95.4% | $6,704-94.5% | $12,270-97.0% |