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 | $30,879 | $87,166-64.6% | $76,735-59.8% | $137,256-77.5% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 87.26% | 26.50%+60.8pp | 29.77%+57.5pp | 220.34%-133.1pp |
| Employer contribution / active EE | $2,398 | $2,904-17.4% | $2,454-2.3% | $4,156-42.3% |
| Participant deferral / active EE | $4,202 | $4,726-11.1% | $4,088+2.8% | $6,407-34.4% |
| Admin fee / account holder | $2,770 | $8,403-67.0% | $7,189-61.5% | $12,270-77.4% |