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 | $12,516 | $102,245-87.8% | $89,340-86.0% | $137,256-90.9% |
| Participation rate | 72.7% | 74.9%-2.2pp | 69.6%+3.2pp | 80.0%-7.2pp |
| Annual return | 40.17% | 21.89%+18.3pp | 20.57%+19.6pp | 220.34%-180.2pp |
| Employer contribution / active EE | $1,539 | $2,529-39.2% | $2,231-31.0% | $4,156-63.0% |
| Participant deferral / active EE | $2,283 | $4,436-48.5% | $3,823-40.3% | $6,407-64.4% |
| Admin fee / account holder | $1,443 | $8,085-82.2% | $6,704-78.5% | $12,270-88.2% |