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 | $20,171 | $106,584-81.1% | $101,326-80.1% | $142,382-85.8% |
| Participation rate | 94.1% | 82.7%+11.4pp | 81.5%+12.6pp | 80.1%+14.0pp |
| Annual return | 13.98% | 36.93%-22.9pp | 36.82%-22.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,936 | $3,956-51.1% | $3,665-47.2% | $4,299-55.0% |
| Participant deferral / active EE | $3,592 | $8,297-56.7% | $7,994-55.1% | $6,507-44.8% |
| Admin fee / account holder | $951 | $11,446-91.7% | $11,185-91.5% | $12,624-92.5% |