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 4-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 | $20,840 | $77,899-73.2% | $149,673-86.1% | $75,163-72.3% |
| Participation rate | 70.9% | 65.6%+5.3pp | 78.8%-7.9pp | 67.2%+3.7pp |
| Annual return | 20.22% | 31.72%-11.5pp | 134.42%-114.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,892 | $3,137-39.7% | $4,818-60.7% | $2,670-29.2% |
| Participant deferral / active EE | $3,206 | $3,411-6.0% | $5,680-43.6% | $4,125-22.3% |
| Admin fee / account holder | $3,080 | $5,956-48.3% | $13,210-76.7% | $5,651-45.5% |