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 | $25,538 | $127,065-79.9% | $113,168-77.4% | $142,382-82.1% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 18.19% | 24.03%-5.8pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,690 | $3,442-21.9% | $2,975-9.6% | $4,299-37.4% |
| Participant deferral / active EE | $3,818 | $5,716-33.2% | $5,107-25.2% | $6,507-41.3% |
| Admin fee / account holder | $1,996 | $15,736-87.3% | $12,068-83.5% | $12,624-84.2% |