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 4-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 | $66,017 | $101,618-35.0% | $93,063-29.1% | $137,256-51.9% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 15.06% | 223.95%-208.9pp | 34.15%-19.1pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,882 | $2,707-30.5% | $2,476-24.0% | $4,156-54.7% |
| Participant deferral / active EE | $10,817 | $4,279+152.8% | $3,958+173.3% | $6,407+68.8% |
| Admin fee / account holder | $316 | $6,198-94.9% | $6,033-94.8% | $12,270-97.4% |