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 | $29,439 | $111,754-73.7% | $103,333-71.5% | $145,922-79.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 14.52% | 24.77%-10.2pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,366 | $4,212-20.1% | $3,868-13.0% | $4,660-27.8% |
| Participant deferral / active EE | $5,376 | $5,619-4.3% | $5,057+6.3% | $6,688-19.6% |
| Admin fee / account holder | $6,284 | $9,750-35.5% | $8,355-24.8% | $13,397-53.1% |