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 3-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 | $48,152 | $178,174-73.0% | $156,181-69.2% | $137,256-64.9% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 17.10% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,633 | $4,972-67.1% | $4,294-62.0% | $4,156-60.7% |
| Participant deferral / active EE | $6,087 | $6,888-11.6% | $6,132-0.7% | $6,407-5.0% |
| Admin fee / account holder | $1,398 | $17,404-92.0% | $14,586-90.4% | $12,270-88.6% |