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 | $10,702 | $95,266-88.8% | $82,389-87.0% | $142,382-92.5% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.5%+1.0pp | 80.1%-9.5pp |
| Annual return | 23.26% | 25.74%-2.5pp | 28.67%-5.4pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,836 | $2,991-38.6% | $2,517-27.1% | $4,299-57.3% |
| Participant deferral / active EE | $3,643 | $4,809-24.2% | $4,155-12.3% | $6,507-44.0% |
| Admin fee / account holder | $1,699 | $8,563-80.2% | $7,231-76.5% | $12,624-86.5% |