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 | $27,614 | $178,174-84.5% | $156,181-82.3% | $137,256-79.9% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 18.42% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,537 | $4,972-49.0% | $4,294-40.9% | $4,156-39.0% |
| Participant deferral / active EE | $5,034 | $6,888-26.9% | $6,132-17.9% | $6,407-21.4% |
| Admin fee / account holder | $469 | $17,404-97.3% | $14,586-96.8% | $12,270-96.2% |