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 | $32,211 | $172,111-81.3% | $150,298-78.6% | $137,256-76.5% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 22.73% | 69.37%-46.6pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,317 | $4,636-50.0% | $4,154-44.2% | $4,156-44.2% |
| Participant deferral / active EE | $6,289 | $6,166+2.0% | $5,453+15.3% | $6,407-1.8% |
| Admin fee / account holder | $376 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |