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 | $25,170 | $73,933-66.0% | $96,683-74.0% | $75,163-66.5% |
| Participation rate | 73.5% | 66.4%+7.1pp | 74.3%-0.8pp | 67.2%+6.3pp |
| Annual return | 31.87% | 26.70%+5.2pp | 35.69%-3.8pp | 160.62%-128.8pp |
| Employer contribution / active EE | $2,793 | $2,928-4.6% | $3,737-25.3% | $2,670+4.6% |
| Participant deferral / active EE | $4,953 | $3,659+35.4% | $4,878+1.5% | $4,125+20.1% |
| Admin fee / account holder | $1,249 | $5,216-76.0% | $6,730-81.4% | $5,651-77.9% |