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 3-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 | $29,487 | $111,814-73.6% | $103,374-71.5% | $145,959-79.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.15% | 24.77%-3.6pp | 24.89%-3.7pp | 561.95%-540.8pp |
| Employer contribution / active EE | $4,202 | $4,214-0.3% | $3,869+8.6% | $4,661-9.9% |
| Participant deferral / active EE | $4,117 | $5,618-26.7% | $5,058-18.6% | $6,689-38.4% |
| Admin fee / account holder | $414 | $9,754-95.8% | $8,394-95.1% | $13,398-96.9% |