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 | $39,912 | $87,166-54.2% | $76,735-48.0% | $137,256-70.9% |
| Participation rate | 92.3% | 74.4%+18.0pp | 69.5%+22.8pp | 80.0%+12.3pp |
| Annual return | 21.36% | 26.50%-5.1pp | 29.77%-8.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $5,424 | $2,904+86.8% | $2,454+121.0% | $4,156+30.5% |
| Participant deferral / active EE | $8,112 | $4,726+71.6% | $4,088+98.4% | $6,407+26.6% |
| Admin fee / account holder | $1,378 | $8,403-83.6% | $7,189-80.8% | $12,270-88.8% |