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 | $9,347 | $74,888-87.5% | $71,209-86.9% | $142,382-93.4% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 22.22% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,641 | $2,854-7.5% | $2,721-2.9% | $4,299-38.6% |
| Participant deferral / active EE | $4,483 | $4,454+0.7% | $4,175+7.4% | $6,507-31.1% |
| Admin fee / account holder | $2,963 | $5,568-46.8% | $5,349-44.6% | $12,624-76.5% |