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 6-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 | $31,380 | $73,933-57.6% | $96,683-67.5% | $75,163-58.3% |
| Participation rate | 92.5% | 66.4%+26.1pp | 74.3%+18.2pp | 67.2%+25.3pp |
| Annual return | 23.38% | 26.70%-3.3pp | 35.69%-12.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $2,213 | $2,928-24.4% | $3,737-40.8% | $2,670-17.1% |
| Participant deferral / active EE | $4,408 | $3,659+20.5% | $4,878-9.6% | $4,125+6.9% |
| Admin fee / account holder | $1,991 | $5,216-61.8% | $6,730-70.4% | $5,651-64.8% |