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 | $18,815 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 16.38% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,981 | $4,103-51.7% | $3,737-47.0% | $4,751-58.3% |
| Participant deferral / active EE | $3,150 | $5,454-42.2% | $4,878-35.4% | $6,710-53.1% |
| Admin fee / account holder | $1,400 | $7,877-82.2% | $6,730-79.2% | $11,403-87.7% |