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 | $20,950 | $107,452-80.5% | $91,541-77.1% | $142,382-85.3% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 19.89% | 22.06%-2.2pp | 20.50%-0.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,825 | $2,994-39.1% | $2,505-27.1% | $4,299-57.6% |
| Participant deferral / active EE | $3,407 | $4,754-28.3% | $4,008-15.0% | $6,507-47.7% |
| Admin fee / account holder | $1,793 | $8,834-79.7% | $6,956-74.2% | $12,624-85.8% |