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 5-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 | $26,406 | $117,983-77.6% | $101,794-74.1% | $142,382-81.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 14.55% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,722 | $2,773-37.9% | $2,289-24.8% | $4,299-59.9% |
| Participant deferral / active EE | $4,932 | $4,714+4.6% | $4,084+20.8% | $6,507-24.2% |
| Admin fee / account holder | $6,747 | $10,433-35.3% | $8,777-23.1% | $12,624-46.6% |