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 | $28,342 | $73,933-61.7% | $96,683-70.7% | $75,163-62.3% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.5pp | 67.2%+30.7pp |
| Annual return | 17.51% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,573 | $2,928-12.1% | $3,737-31.2% | $2,670-3.6% |
| Participant deferral / active EE | $7,286 | $3,659+99.1% | $4,878+49.4% | $4,125+76.6% |
| Admin fee / account holder | $3,114 | $5,216-40.3% | $6,730-53.7% | $5,651-44.9% |