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 | $25,438 | $154,117-83.5% | $129,995-80.4% | $139,434-81.8% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 23.21% | 32.48%-9.3pp | -137.18%+160.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $11,658 | $5,289+120.4% | $4,320+169.9% | $4,751+145.4% |
| Participant deferral / active EE | $3,835 | $6,710-42.8% | $5,820-34.1% | $6,710-42.8% |
| Admin fee / account holder | $2,159 | $14,007-84.6% | $10,614-79.7% | $11,403-81.1% |