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 | $82,935 | $106,515-22.1% | $96,683-14.2% | $139,434-40.5% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 17.71% | 38.43%-20.7pp | 35.69%-18.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,207 | $4,103-21.8% | $3,737-14.2% | $4,751-32.5% |
| Participant deferral / active EE | $4,804 | $5,454-11.9% | $4,878-1.5% | $6,710-28.4% |
| Admin fee / account holder | $993 | $7,877-87.4% | $6,730-85.2% | $11,403-91.3% |