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 | $24,839 | $111,754-77.8% | $103,333-76.0% | $145,922-83.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.73% | 24.77%-9.0pp | 24.88%-9.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,950 | $4,212-30.0% | $3,868-23.7% | $4,660-36.7% |
| Participant deferral / active EE | $4,183 | $5,619-25.6% | $5,057-17.3% | $6,688-37.5% |
| Admin fee / account holder | $8,162 | $9,750-16.3% | $8,355-2.3% | $13,397-39.1% |