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 | $46,069 | $112,729-59.1% | $98,716-53.3% | $137,256-66.4% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.3%+20.2pp | 80.0%+9.5pp |
| Annual return | 24.24% | 38.48%-14.2pp | 31.81%-7.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,207 | $2,725-55.7% | $2,279-47.0% | $4,156-71.0% |
| Participant deferral / active EE | $5,877 | $4,640+26.6% | $4,048+45.2% | $6,407-8.3% |
| Admin fee / account holder | $630 | $10,129-93.8% | $8,703-92.8% | $12,270-94.9% |