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 | $19,576 | $100,773-80.6% | $88,946-78.0% | $142,382-86.3% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 17.64% | 70.18%-52.5pp | 57.82%-40.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,160 | $2,918-26.0% | $2,555-15.5% | $4,299-49.8% |
| Participant deferral / active EE | $7,560 | $5,230+44.5% | $4,581+65.0% | $6,507+16.2% |
| Admin fee / account holder | $1,360 | $9,693-86.0% | $8,261-83.5% | $12,624-89.2% |