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 | $117,983-79.9% | $101,794-76.7% | $142,382-83.3% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 16.79% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,864 | $2,773+3.3% | $2,289+25.1% | $4,299-33.4% |
| Participant deferral / active EE | $3,916 | $4,714-16.9% | $4,084-4.1% | $6,507-39.8% |
| Admin fee / account holder | $4,918 | $10,433-52.9% | $8,777-44.0% | $12,624-61.0% |