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 | $20,294 | $133,922-84.8% | $116,228-82.5% | $142,382-85.7% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 13.23% | 147.76%-134.5pp | 90.06%-76.8pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,010 | $3,446-70.7% | $2,994-66.3% | $4,299-76.5% |
| Participant deferral / active EE | $1,823 | $5,672-67.9% | $4,953-63.2% | $6,507-72.0% |
| Admin fee / account holder | $5,501 | $14,945-63.2% | $11,989-54.1% | $12,624-56.4% |