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 | $20,659 | $106,584-80.6% | $101,326-79.6% | $142,382-85.5% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 20.94% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,552 | $3,956-35.5% | $3,665-30.4% | $4,299-40.6% |
| Participant deferral / active EE | $4,473 | $8,297-46.1% | $7,994-44.0% | $6,507-31.3% |
| Admin fee / account holder | $1,065 | $11,446-90.7% | $11,185-90.5% | $12,624-91.6% |