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 | $22,930 | $110,257-79.2% | $96,544-76.2% | $139,434-83.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 35.01% | 26.32%+8.7pp | 25.84%+9.2pp | 372.94%-337.9pp |
| Employer contribution / active EE | $3,003 | $3,620-17.0% | $2,965+1.3% | $4,751-36.8% |
| Participant deferral / active EE | $4,718 | $5,548-14.9% | $4,851-2.7% | $6,710-29.7% |
| Admin fee / account holder | $1,784 | $11,591-84.6% | $8,252-78.4% | $11,403-84.4% |