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 8-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 | $27,016 | $117,983-77.1% | $101,794-73.5% | $142,382-81.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 20.05% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,047 | $2,773-26.2% | $2,289-10.6% | $4,299-52.4% |
| Participant deferral / active EE | $3,709 | $4,714-21.3% | $4,084-9.2% | $6,507-43.0% |
| Admin fee / account holder | $5,207 | $10,433-50.1% | $8,777-40.7% | $12,624-58.8% |