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 | $30,866 | $183,519-83.2% | $155,509-80.2% | $145,922-78.8% |
| Participation rate | 72.2% | 82.7%-10.4pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 15.73% | 61.17%-45.4pp | 64.67%-48.9pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,273 | $5,313-76.0% | $4,672-72.8% | $4,660-72.7% |
| Participant deferral / active EE | $2,369 | $6,462-63.3% | $5,626-57.9% | $6,688-64.6% |
| Admin fee / account holder | $5,567 | $19,313-71.2% | $15,912-65.0% | $13,397-58.4% |