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 | $183,592-83.2% | $155,567-80.2% | $145,959-78.9% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 15.73% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,273 | $5,315-76.0% | $4,674-72.8% | $4,661-72.7% |
| Participant deferral / active EE | $2,369 | $6,464-63.4% | $5,628-57.9% | $6,689-64.6% |
| Admin fee / account holder | $5,567 | $19,318-71.2% | $15,916-65.0% | $13,398-58.5% |