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 | $102,245-79.5% | $89,340-76.6% | $137,256-84.7% |
| Participation rate | 70.0% | 74.9%-4.9pp | 69.6%+0.4pp | 80.0%-10.0pp |
| Annual return | 19.89% | 21.89%-2.0pp | 20.57%-0.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,825 | $2,529-27.9% | $2,231-18.2% | $4,156-56.1% |
| Participant deferral / active EE | $3,407 | $4,436-23.2% | $3,823-10.9% | $6,407-46.8% |
| Admin fee / account holder | $1,793 | $8,085-77.8% | $6,704-73.3% | $12,270-85.4% |