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 | $29,390 | $106,515-72.4% | $96,683-69.6% | $139,434-78.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 21.81% | 38.43%-16.6pp | 35.69%-13.9pp | 372.94%-351.1pp |
| Employer contribution / active EE | $3,181 | $4,103-22.5% | $3,737-14.9% | $4,751-33.0% |
| Participant deferral / active EE | $8,393 | $5,454+53.9% | $4,878+72.1% | $6,710+25.1% |
| Admin fee / account holder | $4,544 | $7,877-42.3% | $6,730-32.5% | $11,403-60.2% |