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 | $19,931 | $127,065-84.3% | $113,168-82.4% | $142,382-86.0% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 15.63% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,336 | $3,442-61.2% | $2,975-55.1% | $4,299-68.9% |
| Participant deferral / active EE | $3,130 | $5,716-45.2% | $5,107-38.7% | $6,507-51.9% |
| Admin fee / account holder | $3,426 | $15,736-78.2% | $12,068-71.6% | $12,624-72.9% |