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 | $13,845 | $97,125-85.7% | $86,233-83.9% | $137,256-89.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.0%+3.7pp | 80.0%-7.2pp |
| Annual return | 24.44% | 74.19%-49.7pp | 61.39%-36.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,585 | $2,841-44.2% | $2,504-36.7% | $4,156-61.9% |
| Participant deferral / active EE | $2,319 | $5,180-55.2% | $4,559-49.1% | $6,407-63.8% |
| Admin fee / account holder | $715 | $9,725-92.6% | $8,342-91.4% | $12,270-94.2% |