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 5-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 | $33,534 | $94,338-64.5% | $100,534-66.6% | $142,382-76.4% |
| Participation rate | 85.7% | 81.7%+4.0pp | 80.6%+5.1pp | 80.1%+5.6pp |
| Annual return | 17.51% | 29.20%-11.7pp | 32.66%-15.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,582 | $4,237-15.5% | $4,346-17.6% | $4,299-16.7% |
| Participant deferral / active EE | $4,349 | $5,934-26.7% | $6,144-29.2% | $6,507-33.2% |
| Admin fee / account holder | $747 | $8,421-91.1% | $7,654-90.2% | $12,624-94.1% |