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 | $12,648 | $177,572-92.9% | $154,803-91.8% | $142,382-91.1% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 20.06% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,694 | $4,810-64.8% | $4,305-60.6% | $4,299-60.6% |
| Participant deferral / active EE | $4,018 | $6,272-35.9% | $5,540-27.5% | $6,507-38.2% |
| Admin fee / account holder | $3,266 | $16,786-80.5% | $14,329-77.2% | $12,624-74.1% |