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 | $23,162 | $111,814-79.3% | $103,374-77.6% | $145,959-84.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.91% | 24.77%-12.9pp | 24.89%-13.0pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,410 | $4,214-66.5% | $3,869-63.6% | $4,661-69.7% |
| Participant deferral / active EE | $3,187 | $5,618-43.3% | $5,058-37.0% | $6,689-52.4% |
| Admin fee / account holder | $1,842 | $9,754-81.1% | $8,394-78.1% | $13,398-86.2% |