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 3-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 | $21,936 | $106,584-79.4% | $101,326-78.4% | $142,382-84.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 19.18% | 36.93%-17.7pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,390 | $3,956-39.6% | $3,665-34.8% | $4,299-44.4% |
| Participant deferral / active EE | $6,115 | $8,297-26.3% | $7,994-23.5% | $6,507-6.0% |
| Admin fee / account holder | $319 | $11,446-97.2% | $11,185-97.1% | $12,624-97.5% |