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 | $21,710 | $117,983-81.6% | $101,794-78.7% | $142,382-84.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 19.70% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,886 | $2,773+4.1% | $2,289+26.1% | $4,299-32.9% |
| Participant deferral / active EE | $4,073 | $4,714-13.6% | $4,084-0.3% | $6,507-37.4% |
| Admin fee / account holder | $957 | $10,433-90.8% | $8,777-89.1% | $12,624-92.4% |