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 | $22,077 | $106,584-79.3% | $101,326-78.2% | $142,382-84.5% |
| Participation rate | 88.2% | 82.7%+5.5pp | 81.5%+6.7pp | 80.1%+8.1pp |
| Annual return | 31.77% | 36.93%-5.2pp | 36.82%-5.1pp | 217.08%-185.3pp |
| Employer contribution / active EE | $1,688 | $3,956-57.3% | $3,665-54.0% | $4,299-60.7% |
| Participant deferral / active EE | $3,968 | $8,297-52.2% | $7,994-50.4% | $6,507-39.0% |
| Admin fee / account holder | $839 | $11,446-92.7% | $11,185-92.5% | $12,624-93.4% |