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 | $20,591 | $106,584-80.7% | $101,326-79.7% | $142,382-85.5% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 17.79% | 36.93%-19.1pp | 36.82%-19.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,833 | $3,956-53.7% | $3,665-50.0% | $4,299-57.4% |
| Participant deferral / active EE | $4,644 | $8,297-44.0% | $7,994-41.9% | $6,507-28.6% |
| Admin fee / account holder | $761 | $11,446-93.4% | $11,185-93.2% | $12,624-94.0% |