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 | $21,587 | $154,117-86.0% | $129,995-83.4% | $139,434-84.5% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 24.56% | 32.48%-7.9pp | -137.18%+161.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,900 | $5,289-45.2% | $4,320-32.9% | $4,751-39.0% |
| Participant deferral / active EE | $6,393 | $6,710-4.7% | $5,820+9.8% | $6,710-4.7% |
| Admin fee / account holder | $1,969 | $14,007-85.9% | $10,614-81.5% | $11,403-82.7% |