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 | $20,898 | $71,829-70.9% | $69,780-70.1% | $142,382-85.3% |
| Participation rate | 93.8% | 81.6%+12.2pp | 79.3%+14.4pp | 80.1%+13.6pp |
| Annual return | 19.15% | 31.01%-11.9pp | 26.31%-7.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,840 | $4,385+33.2% | $4,168+40.1% | $4,299+35.8% |
| Participant deferral / active EE | $3,776 | $6,819-44.6% | $6,164-38.7% | $6,507-42.0% |
| Admin fee / account holder | $761 | $7,818-90.3% | $7,285-89.6% | $12,624-94.0% |