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 | $27,083 | $154,228-82.4% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.88% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,951 | $4,804-59.4% | $4,554-57.2% | $4,156-53.1% |
| Participant deferral / active EE | $2,741 | $8,216-66.6% | $7,897-65.3% | $6,407-57.2% |
| Admin fee / account holder | $6,294 | $14,344-56.1% | $13,129-52.1% | $12,270-48.7% |