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 | $12,198 | $106,584-88.6% | $101,326-88.0% | $142,382-91.4% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 20.59% | 36.93%-16.3pp | 36.82%-16.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,564 | $3,956-60.5% | $3,665-57.3% | $4,299-63.6% |
| Participant deferral / active EE | $2,863 | $8,297-65.5% | $7,994-64.2% | $6,507-56.0% |
| Admin fee / account holder | $683 | $11,446-94.0% | $11,185-93.9% | $12,624-94.6% |