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 | $106,584-85.1% | $101,326-84.4% | $142,382-88.9% |
| Participation rate | 78.3% | 82.7%-4.4pp | 81.5%-3.2pp | 80.1%-1.9pp |
| Annual return | 28.73% | 36.93%-8.2pp | 36.82%-8.1pp | 217.08%-188.3pp |
| Employer contribution / active EE | $1,582 | $3,956-60.0% | $3,665-56.8% | $4,299-63.2% |
| Participant deferral / active EE | $2,750 | $8,297-66.9% | $7,994-65.6% | $6,507-57.7% |
| Admin fee / account holder | $1,905 | $11,446-83.4% | $11,185-83.0% | $12,624-84.9% |