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 | $24,273 | $177,572-86.3% | $154,803-84.3% | $142,382-83.0% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 23.05% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,388 | $4,810-71.1% | $4,305-67.8% | $4,299-67.7% |
| Participant deferral / active EE | $5,115 | $6,272-18.4% | $5,540-7.7% | $6,507-21.4% |
| Admin fee / account holder | $1,121 | $16,786-93.3% | $14,329-92.2% | $12,624-91.1% |