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 | $100,970-79.5% | $96,576-78.6% | $137,256-84.9% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 20.94% | 38.16%-17.2pp | 38.47%-17.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,552 | $3,809-33.0% | $3,553-28.2% | $4,156-38.6% |
| Participant deferral / active EE | $4,473 | $8,286-46.0% | $7,956-43.8% | $6,407-30.2% |
| Admin fee / account holder | $1,065 | $11,312-90.6% | $11,381-90.6% | $12,270-91.3% |