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 | $15,522 | $74,888-79.3% | $71,209-78.2% | $142,382-89.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 24.19% | 345.14%-320.9pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,878 | $2,854+0.8% | $2,721+5.8% | $4,299-33.1% |
| Participant deferral / active EE | $4,254 | $4,454-4.5% | $4,175+1.9% | $6,507-34.6% |
| Admin fee / account holder | $4,746 | $5,568-14.8% | $5,349-11.3% | $12,624-62.4% |