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 3-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 | $24,322 | $108,912-77.7% | $100,383-75.8% | $145,959-83.3% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 17.51% | 57.96%-40.5pp | 49.26%-31.8pp | 561.95%-544.4pp |
| Employer contribution / active EE | $1,328 | $4,423-70.0% | $3,944-66.3% | $4,661-71.5% |
| Participant deferral / active EE | $4,469 | $8,451-47.1% | $8,086-44.7% | $6,689-33.2% |
| Admin fee / account holder | $590 | $9,690-93.9% | $7,900-92.5% | $13,398-95.6% |