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 | $42,555 | $148,534-71.4% | $135,903-68.7% | $139,434-69.5% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 25.21% | 79.19%-54.0pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,978 | $5,243-62.3% | $4,856-59.3% | $4,751-58.4% |
| Participant deferral / active EE | $5,289 | $8,100-34.7% | $7,758-31.8% | $6,710-21.2% |
| Admin fee / account holder | $426 | $12,400-96.6% | $10,762-96.0% | $11,403-96.3% |