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 | $19,700 | $74,888-73.7% | $71,209-72.3% | $142,382-86.2% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 21.21% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,235 | $2,854-21.7% | $2,721-17.9% | $4,299-48.0% |
| Participant deferral / active EE | $5,232 | $4,454+17.5% | $4,175+25.3% | $6,507-19.6% |
| Admin fee / account holder | $3,277 | $5,568-41.2% | $5,349-38.7% | $12,624-74.0% |