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 10-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 | $28,492 | $98,240-71.0% | $82,313-65.4% | $147,584-80.7% |
| Participation rate | 73.7% | 79.7%-6.0pp | 76.9%-3.2pp | 82.8%-9.1pp |
| Annual return | 19.43% | 30.85%-11.4pp | 25.88%-6.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,814 | $3,192-43.2% | $2,428-25.3% | $4,876-62.8% |
| Participant deferral / active EE | $4,058 | $4,383-7.4% | $3,706+9.5% | $5,439-25.4% |
| Admin fee / account holder | $2,736 | $8,563-68.0% | $5,608-51.2% | $10,885-74.9% |