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 | $23,693 | $117,983-79.9% | $101,794-76.7% | $142,382-83.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 20.17% | 36.92%-16.7pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,669 | $2,773-39.8% | $2,289-27.1% | $4,299-61.2% |
| Participant deferral / active EE | $2,368 | $4,714-49.8% | $4,084-42.0% | $6,507-63.6% |
| Admin fee / account holder | $3,584 | $10,433-65.6% | $8,777-59.2% | $12,624-71.6% |