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 | $67,722 | $77,899-13.1% | $149,673-54.8% | $75,163-9.9% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 18.07% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,200 | $3,137-61.8% | $4,818-75.1% | $2,670-55.1% |
| Participant deferral / active EE | $3,491 | $3,411+2.3% | $5,680-38.5% | $4,125-15.4% |
| Admin fee / account holder | $406 | $5,956-93.2% | $13,210-96.9% | $5,651-92.8% |