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 | $52,941 | $116,167-54.4% | $64,489-17.9% | $137,256-61.4% |
| Participation rate | 83.3% | 68.2%+15.1pp | 67.7%+15.6pp | 80.0%+3.4pp |
| Annual return | 18.67% | 36.55%-17.9pp | 55.03%-36.4pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,032 | $2,483+62.4% | $1,523+164.7% | $4,156-3.0% |
| Participant deferral / active EE | $1,640 | $4,215-61.1% | $2,778-41.0% | $6,407-74.4% |
| Admin fee / account holder | $326 | $6,188-94.7% | $4,260-92.3% | $12,270-97.3% |