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 | $107,452-90.1% | $91,541-88.4% | $142,382-92.5% |
| Participation rate | 76.9% | 75.1%+1.8pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 31.26% | 22.06%+9.2pp | 20.50%+10.8pp | 217.08%-185.8pp |
| Employer contribution / active EE | $1,553 | $2,994-48.1% | $2,505-38.0% | $4,299-63.9% |
| Participant deferral / active EE | $2,839 | $4,754-40.3% | $4,008-29.2% | $6,507-56.4% |
| Admin fee / account holder | $370 | $8,834-95.8% | $6,956-94.7% | $12,624-97.1% |