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 | $22,363 | $87,166-74.3% | $76,735-70.9% | $137,256-83.7% |
| Participation rate | 93.3% | 74.4%+19.0pp | 69.5%+23.8pp | 80.0%+13.4pp |
| Annual return | 19.94% | 26.50%-6.6pp | 29.77%-9.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,398 | $2,904-17.4% | $2,454-2.3% | $4,156-42.3% |
| Participant deferral / active EE | $4,111 | $4,726-13.0% | $4,088+0.6% | $6,407-35.8% |
| Admin fee / account holder | $1,183 | $8,403-85.9% | $7,189-83.5% | $12,270-90.4% |