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 | $45,197 | $142,344-68.2% | $119,609-62.2% | $134,475-66.4% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | 11.52% | -12.44%+24.0pp | -14.97%+26.5pp | 417.96%-406.4pp |
| Employer contribution / active EE | $12,824 | $5,222+145.6% | $4,232+203.0% | $4,740+170.6% |
| Participant deferral / active EE | $13,722 | $6,469+112.1% | $5,602+144.9% | $6,400+114.4% |
| Admin fee / account holder | $1,264 | $13,584-90.7% | $10,323-87.8% | $11,426-88.9% |