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 | $27,230 | $117,841-76.9% | $102,423-73.4% | $145,922-81.3% |
| Participation rate | 82.6% | 78.6%+4.0pp | 76.5%+6.1pp | 80.3%+2.3pp |
| Annual return | 30.23% | 31.65%-1.4pp | 29.32%+0.9pp | 561.29%-531.1pp |
| Employer contribution / active EE | $2,238 | $3,615-38.1% | $3,023-26.0% | $4,660-52.0% |
| Participant deferral / active EE | $4,911 | $5,731-14.3% | $5,053-2.8% | $6,688-26.6% |
| Admin fee / account holder | $935 | $13,326-93.0% | $9,451-90.1% | $13,397-93.0% |