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 | $36,766 | $117,983-68.8% | $101,794-63.9% | $142,382-74.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 11.19% | 36.92%-25.7pp | 30.53%-19.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,426 | $2,773-12.5% | $2,289+6.0% | $4,299-43.6% |
| Participant deferral / active EE | $5,795 | $4,714+22.9% | $4,084+41.9% | $6,507-10.9% |
| Admin fee / account holder | $1,347 | $10,433-87.1% | $8,777-84.7% | $12,624-89.3% |