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 | $9,185 | $80,717-88.6% | $154,803-94.1% | $84,808-89.2% |
| Participation rate | 88.1% | 66.8%+21.3pp | 78.1%+10.0pp | 68.3%+19.8pp |
| Annual return | 23.62% | 37.96%-14.3pp | 58.88%-35.3pp | 40.90%-17.3pp |
| Employer contribution / active EE | $1,461 | $2,761-47.1% | $4,305-66.1% | $2,631-44.5% |
| Participant deferral / active EE | $2,737 | $3,303-17.2% | $5,540-50.6% | $4,212-35.0% |
| Admin fee / account holder | $1,112 | $6,746-83.5% | $14,329-92.2% | $7,344-84.9% |