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 | $13,510 | $106,515-87.3% | $96,683-86.0% | $139,434-90.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 28.02% | 38.43%-10.4pp | 35.69%-7.7pp | 372.94%-344.9pp |
| Employer contribution / active EE | $1,585 | $4,103-61.4% | $3,737-57.6% | $4,751-66.6% |
| Participant deferral / active EE | $6,126 | $5,454+12.3% | $4,878+25.6% | $6,710-8.7% |
| Admin fee / account holder | $1,655 | $7,877-79.0% | $6,730-75.4% | $11,403-85.5% |