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 | $24,040 | $108,919-77.9% | $100,391-76.1% | $145,922-83.5% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 16.85% | 57.88%-41.0pp | 49.20%-32.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,536 | $4,419-65.2% | $3,942-61.0% | $4,660-67.0% |
| Participant deferral / active EE | $7,409 | $8,445-12.3% | $8,082-8.3% | $6,688+10.8% |
| Admin fee / account holder | $1,373 | $9,689-85.8% | $7,899-82.6% | $13,397-89.7% |