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 | $23,745 | $112,729-78.9% | $98,716-75.9% | $137,256-82.7% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.3%+13.1pp | 80.0%+2.4pp |
| Annual return | 16.79% | 38.48%-21.7pp | 31.81%-15.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,864 | $2,725+5.1% | $2,279+25.7% | $4,156-31.1% |
| Participant deferral / active EE | $3,916 | $4,640-15.6% | $4,048-3.2% | $6,407-38.9% |
| Admin fee / account holder | $4,918 | $10,129-51.4% | $8,703-43.5% | $12,270-59.9% |