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 | $38,052 | $176,812-78.5% | $146,665-74.1% | $167,490-77.3% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 16.52% | 24.03%-7.5pp | 22.74%-6.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,033 | $5,160-41.2% | $4,136-26.7% | $4,837-37.3% |
| Participant deferral / active EE | $6,447 | $6,440+0.1% | $5,506+17.1% | $6,341+1.7% |
| Admin fee / account holder | $1,707 | $13,259-87.1% | $10,280-83.4% | $12,309-86.1% |