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 6-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 | $41,315 | $117,983-65.0% | $101,794-59.4% | $142,382-71.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 20.34% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,535 | $2,773+27.5% | $2,289+54.5% | $4,299-17.8% |
| Participant deferral / active EE | $8,050 | $4,714+70.8% | $4,084+97.1% | $6,507+23.7% |
| Admin fee / account holder | $1,898 | $10,433-81.8% | $8,777-78.4% | $12,624-85.0% |