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 10-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 | $24,485 | $105,859-76.9% | $90,160-72.8% | $147,584-83.4% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 17.88% | 37.63%-19.7pp | 34.88%-17.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,996 | $4,126-27.4% | $3,318-9.7% | $4,876-38.6% |
| Participant deferral / active EE | $5,575 | $5,733-2.8% | $5,288+5.4% | $5,439+2.5% |
| Admin fee / account holder | $561 | $8,046-93.0% | $5,943-90.6% | $10,885-94.8% |