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 | $48,315 | $117,983-59.0% | $101,794-52.5% | $142,382-66.1% |
| Participation rate | 90.5% | 74.2%+16.3pp | 69.2%+21.3pp | 80.1%+10.4pp |
| Annual return | 14.21% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,143 | $2,773-58.8% | $2,289-50.1% | $4,299-73.4% |
| Participant deferral / active EE | $2,028 | $4,714-57.0% | $4,084-50.3% | $6,507-68.8% |
| Admin fee / account holder | $738 | $10,433-92.9% | $8,777-91.6% | $12,624-94.2% |