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 3-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 | $20,887 | $100,773-79.3% | $88,946-76.5% | $142,382-85.3% |
| Participation rate | 82.6% | 74.3%+8.3pp | 68.8%+13.8pp | 80.1%+2.5pp |
| Annual return | 31.35% | 70.18%-38.8pp | 57.82%-26.5pp | 217.08%-185.7pp |
| Employer contribution / active EE | $2,588 | $2,918-11.3% | $2,555+1.3% | $4,299-39.8% |
| Participant deferral / active EE | $5,210 | $5,230-0.4% | $4,581+13.7% | $6,507-19.9% |
| Admin fee / account holder | $2,065 | $9,693-78.7% | $8,261-75.0% | $12,624-83.6% |