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 | $100,970-78.1% | $96,576-77.1% | $137,256-83.9% |
| Participation rate | 88.2% | 82.6%+5.6pp | 81.4%+6.8pp | 80.0%+8.3pp |
| Annual return | 31.77% | 38.16%-6.4pp | 38.47%-6.7pp | 220.34%-188.6pp |
| Employer contribution / active EE | $1,688 | $3,809-55.7% | $3,553-52.5% | $4,156-59.4% |
| Participant deferral / active EE | $3,968 | $8,286-52.1% | $7,956-50.1% | $6,407-38.1% |
| Admin fee / account holder | $839 | $11,312-92.6% | $11,381-92.6% | $12,270-93.2% |