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 | $15,832 | $100,970-84.3% | $96,576-83.6% | $137,256-88.5% |
| Participation rate | 78.3% | 82.6%-4.4pp | 81.4%-3.2pp | 80.0%-1.7pp |
| Annual return | 28.73% | 38.16%-9.4pp | 38.47%-9.7pp | 220.34%-191.6pp |
| Employer contribution / active EE | $1,582 | $3,809-58.5% | $3,553-55.5% | $4,156-61.9% |
| Participant deferral / active EE | $2,750 | $8,286-66.8% | $7,956-65.4% | $6,407-57.1% |
| Admin fee / account holder | $1,905 | $11,312-83.2% | $11,381-83.3% | $12,270-84.5% |